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 | $77,270 | $95,803-19.3% | $113,168-31.7% | $84,808-8.9% |
| Participation rate | 86.1% | 72.9%+13.2pp | 76.6%+9.5pp | 68.3%+17.8pp |
| Annual return | 15.56% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,366 | $2,360+0.3% | $2,975-20.5% | $2,631-10.1% |
| Participant deferral / active EE | $6,019 | $4,242+41.9% | $5,107+17.9% | $4,212+42.9% |
| Admin fee / account holder | $12,004 | $8,989+33.5% | $12,068-0.5% | $7,344+63.5% |