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 | $76,786 | $96,484-20.4% | $156,263-50.9% | $74,304+3.3% |
| Participation rate | 77.4% | 67.7%+9.7pp | 78.9%-1.5pp | 60.3%+17.0pp |
| Annual return | 20.74% | 17.73%+3.0pp | 59.47%-38.7pp | 29.43%-8.7pp |
| Employer contribution / active EE | $2,888 | $2,528+14.2% | $4,333-33.4% | $2,241+28.9% |
| Participant deferral / active EE | $6,446 | $4,286+50.4% | $6,158+4.7% | $3,767+71.1% |
| Admin fee / account holder | $6,845 | $3,728+83.6% | $14,255-52.0% | $2,969+130.6% |