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 | $72,237 | $91,552-21.1% | $133,956-46.1% | $79,858-9.5% |
| Participation rate | 98.3% | 73.3%+25.0pp | 79.8%+18.5pp | 69.6%+28.7pp |
| Annual return | 14.79% | 61.85%-47.1pp | 45.09%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,591 | $2,384+8.7% | $3,919-33.9% | $2,471+4.9% |
| Participant deferral / active EE | $6,194 | $3,733+65.9% | $5,048+22.7% | $3,740+65.6% |
| Admin fee / account holder | $8,550 | $6,321+35.3% | $8,927-4.2% | $5,306+61.1% |