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 | $59,973 | $60,892-1.5% | $82,389-27.2% | $84,808-29.3% |
| Participation rate | 75.7% | 63.3%+12.4pp | 69.5%+6.1pp | 68.3%+7.4pp |
| Annual return | 15.74% | 37.29%-21.6pp | 28.67%-12.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $5,004 | $1,779+181.2% | $2,517+98.8% | $2,631+90.2% |
| Participant deferral / active EE | $8,858 | $3,179+178.7% | $4,155+113.2% | $4,212+110.3% |
| Admin fee / account holder | $16,720 | $5,467+205.8% | $7,231+131.2% | $7,344+127.7% |