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 | $71,223 | $80,717-11.8% | $154,803-54.0% | $84,808-16.0% |
| Participation rate | 81.4% | 66.8%+14.6pp | 78.1%+3.3pp | 68.3%+13.1pp |
| Annual return | 15.83% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,486 | $2,761+26.2% | $4,305-19.0% | $2,631+32.5% |
| Participant deferral / active EE | $7,414 | $3,303+124.5% | $5,540+33.8% | $4,212+76.0% |
| Admin fee / account holder | $1,458 | $6,746-78.4% | $14,329-89.8% | $7,344-80.1% |