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 | $75,848 | $83,477-9.1% | $125,175-39.4% | $72,985+3.9% |
| Participation rate | 87.3% | 73.3%+14.0pp | 79.8%+7.5pp | 69.5%+17.8pp |
| Annual return | 22.24% | 25.78%-3.5pp | 43.79%-21.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,979 | $2,345-15.6% | $3,865-48.8% | $2,440-18.9% |
| Participant deferral / active EE | $4,358 | $3,585+21.6% | $4,937-11.7% | $3,607+20.8% |
| Admin fee / account holder | $6,721 | $5,517+21.8% | $9,702-30.7% | $5,124+31.2% |