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 | $75,845 | $109,881-31.0% | $150,045-49.5% | $84,808-10.6% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 18.29% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,918 | $3,561-18.1% | $4,693-37.8% | $2,631+10.9% |
| Participant deferral / active EE | $13,021 | $6,636+96.2% | $7,997+62.8% | $4,212+209.2% |
| Admin fee / account holder | $15,283 | $8,568+78.4% | $13,435+13.8% | $7,344+108.1% |