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 | $57,644 | $68,719-16.1% | $91,541-37.0% | $84,808-32.0% |
| Participation rate | 78.7% | 64.5%+14.2pp | 69.8%+8.9pp | 68.3%+10.4pp |
| Annual return | 14.44% | 19.12%-4.7pp | 20.50%-6.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,084 | $1,920+60.7% | $2,505+23.1% | $2,631+17.2% |
| Participant deferral / active EE | $4,095 | $3,136+30.6% | $4,008+2.2% | $4,212-2.8% |
| Admin fee / account holder | $7,454 | $5,786+28.8% | $6,956+7.2% | $7,344+1.5% |