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 | $67,342 | $109,881-38.7% | $150,045-55.1% | $84,808-20.6% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 16.74% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,898 | $3,561-18.6% | $4,693-38.2% | $2,631+10.2% |
| Participant deferral / active EE | $6,021 | $6,636-9.3% | $7,997-24.7% | $4,212+43.0% |
| Admin fee / account holder | $5,772 | $8,568-32.6% | $13,435-57.0% | $7,344-21.4% |