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 | $73,075 | $148,978-50.9% | $200,582-63.6% | $84,808-13.8% |
| Participation rate | 96.9% | 84.2%+12.6pp | 86.9%+10.0pp | 68.3%+28.6pp |
| Annual return | 16.85% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,307 | $4,815-31.3% | $6,419-48.5% | $2,631+25.7% |
| Participant deferral / active EE | $5,896 | $7,142-17.5% | $9,331-36.8% | $4,212+40.0% |
| Admin fee / account holder | $12,555 | $13,977-10.2% | $16,305-23.0% | $7,344+71.0% |