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 | $76,018 | $96,484-21.2% | $156,263-51.4% | $74,304+2.3% |
| Participation rate | 93.5% | 67.7%+25.8pp | 78.9%+14.6pp | 60.3%+33.1pp |
| Annual return | 15.33% | 17.73%-2.4pp | 59.47%-44.1pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,897 | $2,528-25.0% | $4,333-56.2% | $2,241-15.4% |
| Participant deferral / active EE | $6,811 | $4,286+58.9% | $6,158+10.6% | $3,767+80.8% |
| Admin fee / account holder | $5,034 | $3,728+35.0% | $14,255-64.7% | $2,969+69.6% |