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 | $64,344 | $86,929-26.0% | $102,423-37.2% | $80,856-20.4% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.6%+8.2pp |
| Annual return | 15.53% | 18.88%-3.4pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,083 | $2,369+30.1% | $3,023+2.0% | $2,755+11.9% |
| Participant deferral / active EE | $8,816 | $4,118+114.1% | $5,053+74.5% | $4,296+105.2% |
| Admin fee / account holder | $8,071 | $8,049+0.3% | $9,451-14.6% | $6,918+16.7% |