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 | $76,565 | $62,672+22.2% | $185,117-58.6% | $70,131+9.2% |
| Participation rate | 71.1% | 63.8%+7.3pp | 77.3%-6.2pp | 69.5%+1.5pp |
| Annual return | 21.20% | 40.79%-19.6pp | 40.50%-19.3pp | 73.14%-51.9pp |
| Employer contribution / active EE | $1,679 | $1,753-4.2% | $4,182-59.9% | $2,342-28.3% |
| Participant deferral / active EE | $3,932 | $3,272+20.2% | $5,045-22.1% | $3,332+18.0% |
| Admin fee / account holder | $3,647 | $3,932-7.2% | $8,159-55.3% | $4,645-21.5% |