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 | $63,193 | $81,248-22.2% | $155,509-59.4% | $80,856-21.8% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.6%+14.2pp |
| Annual return | 14.44% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,715 | $3,100-44.7% | $4,672-63.3% | $2,755-37.8% |
| Participant deferral / active EE | $3,417 | $3,452-1.0% | $5,626-39.3% | $4,296-20.5% |
| Admin fee / account holder | $2,430 | $7,997-69.6% | $15,912-84.7% | $6,918-64.9% |