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 | $63,628 | $91,190-30.2% | $178,490-64.4% | $79,858-20.3% |
| Participation rate | 81.4% | 69.2%+12.2pp | 81.9%-0.6pp | 69.6%+11.7pp |
| Annual return | 16.06% | 24.19%-8.1pp | 151.07%-135.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,828 | $3,256-43.9% | $5,011-63.5% | $2,471-26.0% |
| Participant deferral / active EE | $4,643 | $3,236+43.5% | $5,202-10.7% | $3,740+24.1% |
| Admin fee / account holder | $2,591 | $6,751-61.6% | $13,984-81.5% | $5,306-51.2% |