See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,357 | $148,978-50.1% | $200,582-62.9% | $84,808-12.3% |
| Participation rate | 89.7% | 84.2%+5.5pp | 86.9%+2.9pp | 68.3%+21.4pp |
| Annual return | 15.56% | 28.16%-12.6pp | 42.33%-26.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,446 | $4,815-28.4% | $6,419-46.3% | $2,631+31.0% |
| Participant deferral / active EE | $6,310 | $7,142-11.7% | $9,331-32.4% | $4,212+49.8% |
| Admin fee / account holder | $23,346 | $13,977+67.0% | $16,305+43.2% | $7,344+217.9% |