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 | $76,931 | $78,926-2.5% | $136,749-43.7% | $84,808-9.3% |
| Participation rate | 97.3% | 62.2%+35.2pp | 72.1%+25.2pp | 68.3%+29.0pp |
| Annual return | 18.47% | 18.17%+0.3pp | 24.33%-5.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $5,066 | $2,134+137.4% | $3,400+49.0% | $2,631+92.6% |
| Participant deferral / active EE | $3,698 | $3,168+16.7% | $4,692-21.2% | $4,212-12.2% |
| Admin fee / account holder | $4,491 | $6,369-29.5% | $11,386-60.6% | $7,344-38.8% |