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 | $77,077 | $73,981+4.2% | $105,722-27.1% | $62,891+22.6% |
| Participation rate | 91.4% | 71.7%+19.7pp | 78.9%+12.5pp | 69.3%+22.1pp |
| Annual return | 5.96% | 17.60%-11.6pp | 12.25%-6.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,836 | $2,856-0.7% | $4,079-30.5% | $2,281+24.3% |
| Participant deferral / active EE | $3,582 | $4,038-11.3% | $5,326-32.7% | $3,203+11.8% |
| Admin fee / account holder | $7,666 | $5,976+28.3% | $8,308-7.7% | $4,296+78.5% |