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 | $76,169 | $59,101+28.9% | $77,163-1.3% | $75,163+1.3% |
| Participation rate | 73.0% | 63.9%+9.1pp | 69.6%+3.4pp | 67.2%+5.8pp |
| Annual return | 14.09% | 26.71%-12.6pp | 37.87%-23.8pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,105 | $1,995+5.5% | $2,535-16.9% | $2,670-21.1% |
| Participant deferral / active EE | $4,194 | $2,999+39.8% | $3,833+9.4% | $4,125+1.7% |
| Admin fee / account holder | $5,053 | $4,774+5.8% | $5,472-7.7% | $5,651-10.6% |