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 | $82,956 | $95,803-13.4% | $113,168-26.7% | $84,808-2.2% |
| Participation rate | 94.1% | 72.9%+21.3pp | 76.6%+17.6pp | 68.3%+25.8pp |
| Annual return | 15.69% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,148 | $2,360-9.0% | $2,975-27.8% | $2,631-18.4% |
| Participant deferral / active EE | $3,817 | $4,242-10.0% | $5,107-25.3% | $4,212-9.4% |
| Admin fee / account holder | $12,509 | $8,989+39.2% | $12,068+3.7% | $7,344+70.3% |