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 3-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 | $68,974 | $95,803-28.0% | $113,168-39.1% | $84,808-18.7% |
| Participation rate | 78.5% | 72.9%+5.6pp | 76.6%+1.9pp | 68.3%+10.2pp |
| Annual return | 24.60% | 25.00%-0.4pp | 24.27%+0.3pp | 40.90%-16.3pp |
| Employer contribution / active EE | $4,727 | $2,360+100.3% | $2,975+58.9% | $2,631+79.7% |
| Participant deferral / active EE | $10,962 | $4,242+158.4% | $5,107+114.7% | $4,212+160.3% |
| Admin fee / account holder | $12,694 | $8,989+41.2% | $12,068+5.2% | $7,344+72.9% |