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 | $64,594 | $89,753-28.0% | $107,525-39.9% | $84,808-23.8% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 13.36% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,864 | $3,113-40.1% | $3,754-50.3% | $2,631-29.2% |
| Participant deferral / active EE | $4,325 | $4,056+6.6% | $5,116-15.4% | $4,212+2.7% |
| Admin fee / account holder | $4,049 | $7,222-43.9% | $8,919-54.6% | $7,344-44.9% |