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 | $77,393 | $100,326-22.9% | $180,183-57.0% | $84,808-8.7% |
| Participation rate | 80.0% | 71.0%+9.0pp | 77.4%+2.6pp | 68.3%+11.7pp |
| Annual return | 16.17% | 17.86%-1.7pp | 27.86%-11.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,249 | $3,269-0.6% | $5,039-35.5% | $2,631+23.5% |
| Participant deferral / active EE | $3,956 | $5,066-21.9% | $6,822-42.0% | $4,212-6.1% |
| Admin fee / account holder | $2,702 | $9,674-72.1% | $19,975-86.5% | $7,344-63.2% |