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 | $61,257 | $86,929-29.5% | $102,423-40.2% | $80,856-24.2% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.7pp |
| Annual return | 11.77% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,786 | $2,369-24.6% | $3,023-40.9% | $2,755-35.2% |
| Participant deferral / active EE | $3,754 | $4,118-8.8% | $5,053-25.7% | $4,296-12.6% |
| Admin fee / account holder | $22,047 | $8,049+173.9% | $9,451+133.3% | $6,918+218.7% |