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 | $77,535 | $109,413-29.1% | $156,263-50.4% | $84,808-8.6% |
| Participation rate | 70.5% | 72.7%-2.2pp | 78.9%-8.4pp | 68.3%+2.2pp |
| Annual return | 17.39% | 20.18%-2.8pp | 59.47%-42.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,128 | $2,907+7.6% | $4,333-27.8% | $2,631+18.9% |
| Participant deferral / active EE | $5,715 | $4,590+24.5% | $6,158-7.2% | $4,212+35.7% |
| Admin fee / account holder | $17,680 | $9,357+89.0% | $14,255+24.0% | $7,344+140.7% |