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 | $61,983 | $138,347-55.2% | $184,203-66.4% | $80,856-23.3% |
| Participation rate | 90.2% | 83.9%+6.4pp | 86.8%+3.4pp | 67.6%+22.6pp |
| Annual return | 12.56% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,211 | $4,850-54.4% | $6,427-65.6% | $2,755-19.7% |
| Participant deferral / active EE | $7,820 | $7,071+10.6% | $9,131-14.4% | $4,296+82.0% |
| Admin fee / account holder | $12,230 | $10,483+16.7% | $13,901-12.0% | $6,918+76.8% |