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 | $67,829 | $81,248-16.5% | $155,509-56.4% | $80,856-16.1% |
| Participation rate | 72.8% | 66.2%+6.6pp | 78.2%-5.4pp | 67.6%+5.2pp |
| Annual return | 20.60% | 33.31%-12.7pp | 64.67%-44.1pp | 35.59%-15.0pp |
| Employer contribution / active EE | $2,109 | $3,100-32.0% | $4,672-54.9% | $2,755-23.5% |
| Participant deferral / active EE | $4,082 | $3,452+18.3% | $5,626-27.4% | $4,296-5.0% |
| Admin fee / account holder | $16,797 | $7,997+110.0% | $15,912+5.6% | $6,918+142.8% |