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 | $63,003 | $86,929-27.5% | $102,423-38.5% | $80,856-22.1% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.6%+20.8pp |
| Annual return | 13.74% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,517 | $2,369+6.2% | $3,023-16.8% | $2,755-8.6% |
| Participant deferral / active EE | $4,740 | $4,118+15.1% | $5,053-6.2% | $4,296+10.3% |
| Admin fee / account holder | $7,383 | $8,049-8.3% | $9,451-21.9% | $6,918+6.7% |