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 | $76,170 | $86,929-12.4% | $102,423-25.6% | $80,856-5.8% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.4pp |
| Annual return | 10.75% | 18.88%-8.1pp | 29.32%-18.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,860 | $2,369+62.9% | $3,023+27.7% | $2,755+40.1% |
| Participant deferral / active EE | $5,777 | $4,118+40.3% | $5,053+14.3% | $4,296+34.5% |
| Admin fee / account holder | $12,239 | $8,049+52.1% | $9,451+29.5% | $6,918+76.9% |