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 | $77,138 | $67,606+14.1% | $82,313-6.3% | $70,131+10.0% |
| Participation rate | 90.1% | 72.8%+17.3pp | 76.9%+13.2pp | 69.5%+20.6pp |
| Annual return | 19.39% | 21.57%-2.2pp | 25.88%-6.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,146 | $1,755-34.7% | $2,428-52.8% | $2,342-51.1% |
| Participant deferral / active EE | $2,974 | $2,987-0.4% | $3,706-19.8% | $3,332-10.8% |
| Admin fee / account holder | $2,432 | $4,512-46.1% | $5,608-56.6% | $4,645-47.6% |