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 | $78,926-24.0% | $136,749-56.1% | $84,808-29.3% |
| Participation rate | 98.1% | 62.2%+36.0pp | 72.1%+26.0pp | 68.3%+29.8pp |
| Annual return | 14.44% | 18.17%-3.7pp | 24.33%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,746 | $2,134+75.5% | $3,400+10.2% | $2,631+42.4% |
| Participant deferral / active EE | $8,068 | $3,168+154.6% | $4,692+72.0% | $4,212+91.6% |
| Admin fee / account holder | $26,077 | $6,369+309.4% | $11,386+129.0% | $7,344+255.1% |