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 | $62,607 | $86,929-28.0% | $102,423-38.9% | $80,856-22.6% |
| Participation rate | 87.9% | 72.4%+15.6pp | 76.5%+11.4pp | 67.6%+20.3pp |
| Annual return | 13.70% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,476 | $2,369-37.7% | $3,023-51.2% | $2,755-46.4% |
| Participant deferral / active EE | $4,760 | $4,118+15.6% | $5,053-5.8% | $4,296+10.8% |
| Admin fee / account holder | $10,959 | $8,049+36.2% | $9,451+16.0% | $6,918+58.4% |