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 | $67,296 | $103,376-34.9% | $87,100-22.7% | $152,861-56.0% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 16.44% | 28.10%-11.7pp | 28.19%-11.7pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,263 | $3,220-60.8% | $2,521-49.9% | $4,762-73.5% |
| Participant deferral / active EE | $1,775 | $4,778-62.9% | $4,049-56.2% | $5,850-69.7% |
| Admin fee / account holder | $13,470 | $12,205+10.4% | $7,497+79.7% | $11,596+16.2% |