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 | $79,357 | $63,355+25.3% | $91,989-13.7% | $72,985+8.7% |
| Participation rate | 77.1% | 72.5%+4.6pp | 78.6%-1.5pp | 69.5%+7.7pp |
| Annual return | 20.05% | 35.35%-15.3pp | 69.02%-49.0pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,434 | $2,116-32.2% | $3,452-58.4% | $2,440-41.2% |
| Participant deferral / active EE | $2,483 | $4,883-49.2% | $5,923-58.1% | $3,607-31.2% |
| Admin fee / account holder | $2,948 | $4,668-36.8% | $7,743-61.9% | $5,124-42.5% |