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 | $73,361 | $86,929-15.6% | $102,423-28.4% | $80,856-9.3% |
| Participation rate | 78.8% | 72.4%+6.5pp | 76.5%+2.4pp | 67.6%+11.2pp |
| Annual return | 12.43% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,234 | $2,369-5.7% | $3,023-26.1% | $2,755-18.9% |
| Participant deferral / active EE | $5,016 | $4,118+21.8% | $5,053-0.7% | $4,296+16.8% |
| Admin fee / account holder | $13,786 | $8,049+71.3% | $9,451+45.9% | $6,918+99.3% |