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 | $78,413 | $109,881-28.6% | $150,045-47.7% | $84,808-7.5% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 14.22% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,173 | $3,561-39.0% | $4,693-53.7% | $2,631-17.4% |
| Participant deferral / active EE | $7,091 | $6,636+6.9% | $7,997-11.3% | $4,212+68.4% |
| Admin fee / account holder | $11,990 | $8,568+39.9% | $13,435-10.8% | $7,344+63.3% |