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 | $61,898 | $89,355-30.7% | $141,162-56.2% | $72,985-15.2% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 26.77% | 111.85%-85.1pp | 71.39%-44.6pp | 81.00%-54.2pp |
| Employer contribution / active EE | $2,631 | $3,114-15.5% | $4,735-44.4% | $2,440+7.8% |
| Participant deferral / active EE | $5,679 | $5,418+4.8% | $6,709-15.4% | $3,607+57.4% |
| Admin fee / account holder | $6,845 | $5,958+14.9% | $10,261-33.3% | $5,124+33.6% |