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 | $63,880 | $80,717-20.9% | $154,803-58.7% | $84,808-24.7% |
| Participation rate | 80.8% | 66.8%+14.0pp | 78.1%+2.7pp | 68.3%+12.5pp |
| Annual return | 17.07% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,048 | $2,761-25.8% | $4,305-52.4% | $2,631-22.2% |
| Participant deferral / active EE | $5,292 | $3,303+60.2% | $5,540-4.5% | $4,212+25.6% |
| Admin fee / account holder | $1,905 | $6,746-71.8% | $14,329-86.7% | $7,344-74.1% |