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 | $64,693 | $93,571-30.9% | $135,903-52.4% | $75,163-13.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 18.43% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,695 | $3,537-23.8% | $4,856-44.5% | $2,670+0.9% |
| Participant deferral / active EE | $5,495 | $6,404-14.2% | $7,758-29.2% | $4,125+33.2% |
| Admin fee / account holder | $2,456 | $6,975-64.8% | $10,762-77.2% | $5,651-56.5% |