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 | $62,239 | $80,717-22.9% | $154,803-59.8% | $84,808-26.6% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 14.88% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,594 | $2,761+30.2% | $4,305-16.5% | $2,631+36.6% |
| Participant deferral / active EE | $2,274 | $3,303-31.2% | $5,540-59.0% | $4,212-46.0% |
| Admin fee / account holder | $2,804 | $6,746-58.4% | $14,329-80.4% | $7,344-61.8% |