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 | $78,093 | $80,673-3.2% | $101,326-22.9% | $84,808-7.9% |
| Participation rate | 92.7% | 77.8%+14.9pp | 81.5%+11.2pp | 68.3%+24.4pp |
| Annual return | 17.83% | 38.95%-21.1pp | 36.82%-19.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,121 | $2,698+52.8% | $3,665+12.4% | $2,631+56.6% |
| Participant deferral / active EE | $11,956 | $6,840+74.8% | $7,994+49.6% | $4,212+183.9% |
| Admin fee / account holder | $11,633 | $12,784-9.0% | $11,185+4.0% | $7,344+58.4% |