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 | $66,811 | $109,413-38.9% | $156,263-57.2% | $84,808-21.2% |
| Participation rate | 84.6% | 72.7%+11.9pp | 78.9%+5.7pp | 68.3%+16.3pp |
| Annual return | 13.93% | 20.18%-6.3pp | 59.47%-45.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,196 | $2,907+9.9% | $4,333-26.3% | $2,631+21.5% |
| Participant deferral / active EE | $6,241 | $4,590+36.0% | $6,158+1.3% | $4,212+48.2% |
| Admin fee / account holder | $1,988 | $9,357-78.8% | $14,255-86.1% | $7,344-72.9% |