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 | $78,471 | $95,803-18.1% | $113,168-30.7% | $84,808-7.5% |
| Participation rate | 82.4% | 72.9%+9.5pp | 76.6%+5.8pp | 68.3%+14.0pp |
| Annual return | 12.93% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,596 | $2,360-32.4% | $2,975-46.4% | $2,631-39.4% |
| Participant deferral / active EE | $4,875 | $4,242+14.9% | $5,107-4.5% | $4,212+15.8% |
| Admin fee / account holder | $11,450 | $8,989+27.4% | $12,068-5.1% | $7,344+55.9% |