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 | $78,324 | $109,413-28.4% | $156,263-49.9% | $84,808-7.6% |
| Participation rate | 86.4% | 72.7%+13.7pp | 78.9%+7.5pp | 68.3%+18.1pp |
| Annual return | 16.66% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,565 | $2,907+22.6% | $4,333-17.7% | $2,631+35.5% |
| Participant deferral / active EE | $5,840 | $4,590+27.2% | $6,158-5.2% | $4,212+38.7% |
| Admin fee / account holder | $12,717 | $9,357+35.9% | $14,255-10.8% | $7,344+73.2% |