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 | $67,437 | $56,277+19.8% | $80,975-16.7% | $62,891+7.2% |
| Participation rate | 87.5% | 69.0%+18.5pp | 75.8%+11.7pp | 69.3%+18.2pp |
| Annual return | 8.70% | 22.12%-13.4pp | 17.10%-8.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,618 | $1,943+34.8% | $3,714-29.5% | $2,281+14.8% |
| Participant deferral / active EE | $6,720 | $4,195+60.2% | $5,696+18.0% | $3,203+109.8% |
| Admin fee / account holder | $3,600 | $3,741-3.7% | $5,516-34.7% | $4,296-16.2% |