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 | $82,489 | $101,724-18.9% | $164,813-49.9% | $80,856+2.0% |
| Participation rate | 77.8% | 71.8%+5.9pp | 78.6%-0.8pp | 67.6%+10.1pp |
| Annual return | 24.21% | 16.72%+7.5pp | 69.93%-45.7pp | 35.59%-11.4pp |
| Employer contribution / active EE | $3,087 | $2,953+4.5% | $4,341-28.9% | $2,755+12.0% |
| Participant deferral / active EE | $7,350 | $4,477+64.2% | $6,031+21.9% | $4,296+71.1% |
| Admin fee / account holder | $1,533 | $8,227-81.4% | $12,690-87.9% | $6,918-77.8% |