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 | $76,770 | $81,460-5.8% | $103,333-25.7% | $80,856-5.1% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 11.91% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,431 | $3,105-21.7% | $3,868-37.2% | $2,755-11.8% |
| Participant deferral / active EE | $3,028 | $3,869-21.7% | $5,057-40.1% | $4,296-29.5% |
| Admin fee / account holder | $3,802 | $6,566-42.1% | $8,355-54.5% | $6,918-45.0% |