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 5-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 | $79,473 | $59,097+34.5% | $82,389-3.5% | $74,304+7.0% |
| Participation rate | 92.1% | 52.8%+39.3pp | 69.5%+22.6pp | 60.3%+31.8pp |
| Annual return | 16.63% | 22.85%-6.2pp | 28.67%-12.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,116 | $1,601+32.2% | $2,517-15.9% | $2,241-5.6% |
| Participant deferral / active EE | $5,668 | $2,775+104.2% | $4,155+36.4% | $3,767+50.4% |
| Admin fee / account holder | $6,477 | $4,489+44.3% | $7,231-10.4% | $2,969+118.2% |