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 | $69,043 | $77,503-10.9% | $100,391-31.2% | $80,856-14.6% |
| Participation rate | 89.2% | 76.9%+12.2pp | 81.5%+7.7pp | 67.6%+21.6pp |
| Annual return | 15.12% | 37.20%-22.1pp | 49.20%-34.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,459 | $2,801-12.2% | $3,942-37.6% | $2,755-10.7% |
| Participant deferral / active EE | $5,807 | $6,820-14.9% | $8,082-28.1% | $4,296+35.2% |
| Admin fee / account holder | $537 | $5,897-90.9% | $7,899-93.2% | $6,918-92.2% |