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 | $62,440 | $72,012-13.3% | $185,823-66.4% | $79,858-21.8% |
| Participation rate | 97.5% | 65.8%+31.7pp | 78.0%+19.5pp | 69.6%+27.9pp |
| Annual return | 16.77% | 23.12%-6.3pp | 35.95%-19.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,343 | $1,965+70.2% | $4,087-18.2% | $2,471+35.3% |
| Participant deferral / active EE | $6,978 | $3,779+84.7% | $5,632+23.9% | $3,740+86.6% |
| Admin fee / account holder | $1,171 | $4,513-74.0% | $9,500-87.7% | $5,306-77.9% |