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 | $65,344 | $81,460-19.8% | $103,333-36.8% | $80,856-19.2% |
| Participation rate | 95.4% | 66.8%+28.5pp | 74.5%+20.9pp | 67.6%+27.7pp |
| Annual return | 28.32% | 25.55%+2.8pp | 24.88%+3.4pp | 35.59%-7.3pp |
| Employer contribution / active EE | $2,031 | $3,105-34.6% | $3,868-47.5% | $2,755-26.3% |
| Participant deferral / active EE | $4,577 | $3,869+18.3% | $5,057-9.5% | $4,296+6.5% |
| Admin fee / account holder | $2,794 | $6,566-57.4% | $8,355-66.6% | $6,918-59.6% |