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 | $76,816 | $138,347-44.5% | $184,203-58.3% | $80,856-5.0% |
| Participation rate | 90.1% | 83.9%+6.3pp | 86.8%+3.3pp | 67.6%+22.5pp |
| Annual return | 12.71% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,289 | $4,850-32.2% | $6,427-48.8% | $2,755+19.4% |
| Participant deferral / active EE | $5,874 | $7,071-16.9% | $9,131-35.7% | $4,296+36.7% |
| Admin fee / account holder | $9,334 | $10,483-11.0% | $13,901-32.8% | $6,918+34.9% |