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 | $77,619 | $124,881-37.8% | $209,409-62.9% | $116,875-33.6% |
| Participation rate | 82.1% | 75.8%+6.4pp | 80.4%+1.8pp | 74.5%+7.6pp |
| Annual return | 16.66% | 14.56%+2.1pp | 159.49%-142.8pp | 16.29%+0.4pp |
| Employer contribution / active EE | $1,911 | $2,588-26.2% | $5,035-62.0% | $3,288-41.9% |
| Participant deferral / active EE | $5,244 | $3,793+38.3% | $4,230+24.0% | $3,885+35.0% |
| Admin fee / account holder | $1,838 | $12,933-85.8% | $16,474-88.8% | $12,263-85.0% |