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 | $65,828 | $77,503-15.1% | $100,391-34.4% | $80,856-18.6% |
| Participation rate | 96.4% | 76.9%+19.5pp | 81.5%+14.9pp | 67.6%+28.8pp |
| Annual return | 13.45% | 37.20%-23.8pp | 49.20%-35.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,374 | $2,801-15.2% | $3,942-39.8% | $2,755-13.8% |
| Participant deferral / active EE | $0 | $6,820-100.0% | $8,082-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,409 | $5,897-59.2% | $7,899-69.5% | $6,918-65.2% |