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 | $74,985 | $95,803-21.7% | $113,168-33.7% | $84,808-11.6% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 13.40% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,644 | $2,360-30.4% | $2,975-44.8% | $2,631-37.5% |
| Participant deferral / active EE | $4,306 | $4,242+1.5% | $5,107-15.7% | $4,212+2.2% |
| Admin fee / account holder | $1,341 | $8,989-85.1% | $12,068-88.9% | $7,344-81.7% |