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 | $76,224 | $109,881-30.6% | $150,045-49.2% | $84,808-10.1% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.2pp | 68.3%+30.2pp |
| Annual return | 25.39% | 28.25%-2.9pp | 62.55%-37.2pp | 40.90%-15.5pp |
| Employer contribution / active EE | $4,372 | $3,561+22.8% | $4,693-6.8% | $2,631+66.2% |
| Participant deferral / active EE | $5,748 | $6,636-13.4% | $7,997-28.1% | $4,212+36.5% |
| Admin fee / account holder | $8,272 | $8,568-3.5% | $13,435-38.4% | $7,344+12.6% |