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 | $64,989 | $95,803-32.2% | $113,168-42.6% | $84,808-23.4% |
| Participation rate | 84.9% | 72.9%+12.1pp | 76.6%+8.4pp | 68.3%+16.6pp |
| Annual return | 17.39% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,036 | $2,360+28.7% | $2,975+2.1% | $2,631+15.4% |
| Participant deferral / active EE | $6,065 | $4,242+43.0% | $5,107+18.8% | $4,212+44.0% |
| Admin fee / account holder | $769 | $8,989-91.4% | $12,068-93.6% | $7,344-89.5% |