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 | $78,576 | $94,625-17.0% | $116,228-32.4% | $84,808-7.3% |
| Participation rate | 75.4% | 70.4%+5.0pp | 74.6%+0.9pp | 68.3%+7.1pp |
| Annual return | 16.84% | 20.40%-3.6pp | 90.06%-73.2pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,529 | $2,347-34.8% | $2,994-48.9% | $2,631-41.9% |
| Participant deferral / active EE | $2,545 | $3,972-35.9% | $4,953-48.6% | $4,212-39.6% |
| Admin fee / account holder | $5,985 | $10,091-40.7% | $11,989-50.1% | $7,344-18.5% |