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 | $77,689 | $78,422-0.9% | $95,952-19.0% | $79,858-2.7% |
| Participation rate | 75.7% | 73.5%+2.2pp | 77.1%-1.4pp | 69.6%+6.0pp |
| Annual return | 17.52% | 19.37%-1.8pp | 91.61%-74.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,156 | $1,945+10.8% | $2,541-15.2% | $2,471-12.7% |
| Participant deferral / active EE | $1,758 | $3,440-48.9% | $4,167-57.8% | $3,740-53.0% |
| Admin fee / account holder | $5,421 | $5,622-3.6% | $6,795-20.2% | $5,306+2.2% |