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 | $58,012 | $67,606-14.2% | $82,313-29.5% | $70,131-17.3% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 15.60% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,655 | $1,755-5.7% | $2,428-31.8% | $2,342-29.3% |
| Participant deferral / active EE | $3,935 | $2,987+31.8% | $3,706+6.2% | $3,332+18.1% |
| Admin fee / account holder | $3,715 | $4,512-17.7% | $5,608-33.8% | $4,645-20.0% |