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 | $61,228 | $80,717-24.1% | $154,803-60.4% | $84,808-27.8% |
| Participation rate | 80.2% | 66.8%+13.4pp | 78.1%+2.1pp | 68.3%+11.9pp |
| Annual return | 14.59% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,725 | $2,761-37.5% | $4,305-59.9% | $2,631-34.5% |
| Participant deferral / active EE | $5,371 | $3,303+62.6% | $5,540-3.1% | $4,212+27.5% |
| Admin fee / account holder | $3,095 | $6,746-54.1% | $14,329-78.4% | $7,344-57.9% |