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 | $75,325 | $95,803-21.4% | $113,168-33.4% | $84,808-11.2% |
| Participation rate | 97.9% | 72.9%+25.0pp | 76.6%+21.3pp | 68.3%+29.6pp |
| Annual return | 13.65% | 25.00%-11.4pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,732 | $2,360-26.6% | $2,975-41.8% | $2,631-34.2% |
| Participant deferral / active EE | $4,789 | $4,242+12.9% | $5,107-6.2% | $4,212+13.7% |
| Admin fee / account holder | $3,895 | $8,989-56.7% | $12,068-67.7% | $7,344-47.0% |