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 | $78,902 | $76,367+3.3% | $93,606-15.7% | $72,985+8.1% |
| Participation rate | 81.8% | 71.7%+10.1pp | 75.8%+6.0pp | 69.5%+12.3pp |
| Annual return | 20.20% | 25.82%-5.6pp | 32.76%-12.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,621 | $2,275-28.8% | $2,718-40.4% | $2,440-33.6% |
| Participant deferral / active EE | $3,865 | $3,538+9.3% | $4,069-5.0% | $3,607+7.2% |
| Admin fee / account holder | $1,702 | $6,838-75.1% | $7,888-78.4% | $5,124-66.8% |