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 | $75,395 | $78,422-3.9% | $95,952-21.4% | $79,858-5.6% |
| Participation rate | 77.8% | 73.5%+4.3pp | 77.1%+0.7pp | 69.6%+8.1pp |
| Annual return | 14.48% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,729 | $1,945-11.1% | $2,541-32.0% | $2,471-30.0% |
| Participant deferral / active EE | $6,203 | $3,440+80.3% | $4,167+48.9% | $3,740+65.9% |
| Admin fee / account holder | $4,472 | $5,622-20.5% | $6,795-34.2% | $5,306-15.7% |