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 | $61,918 | $83,477-25.8% | $125,175-50.5% | $72,985-15.2% |
| Participation rate | 95.2% | 73.3%+21.9pp | 79.8%+15.4pp | 69.5%+25.7pp |
| Annual return | 22.93% | 25.78%-2.9pp | 43.79%-20.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,845 | $2,345+21.3% | $3,865-26.4% | $2,440+16.6% |
| Participant deferral / active EE | $5,099 | $3,585+42.2% | $4,937+3.3% | $3,607+41.4% |
| Admin fee / account holder | $4,394 | $5,517-20.4% | $9,702-54.7% | $5,124-14.3% |