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 | $76,468 | $60,349+26.7% | $74,183+3.1% | $62,891+21.6% |
| Participation rate | 96.3% | 72.7%+23.6pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | 7.06% | 21.37%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,395 | $1,680-17.0% | $2,370-41.2% | $2,281-38.9% |
| Participant deferral / active EE | $1,912 | $2,856-33.1% | $3,550-46.1% | $3,203-40.3% |
| Admin fee / account holder | $4,133 | $4,261-3.0% | $5,586-26.0% | $4,296-3.8% |