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 7-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 | $75,101 | $60,892+23.3% | $82,389-8.8% | $84,808-11.4% |
| Participation rate | 78.5% | 63.3%+15.2pp | 69.5%+8.9pp | 68.3%+10.2pp |
| Annual return | 15.44% | 37.29%-21.8pp | 28.67%-13.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,939 | $1,779+121.4% | $2,517+56.5% | $2,631+49.7% |
| Participant deferral / active EE | $7,318 | $3,179+130.2% | $4,155+76.2% | $4,212+73.8% |
| Admin fee / account holder | $21,853 | $5,467+299.7% | $7,231+202.2% | $7,344+197.6% |