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 | $58,242 | $68,719-15.2% | $91,541-36.4% | $84,808-31.3% |
| Participation rate | 92.5% | 64.5%+27.9pp | 69.8%+22.7pp | 68.3%+24.1pp |
| Annual return | 18.57% | 19.12%-0.6pp | 20.50%-1.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,318 | $1,920+20.8% | $2,505-7.4% | $2,631-11.9% |
| Participant deferral / active EE | $4,136 | $3,136+31.9% | $4,008+3.2% | $4,212-1.8% |
| Admin fee / account holder | $2,026 | $5,786-65.0% | $6,956-70.9% | $7,344-72.4% |