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 | $65,658 | $127,065-48.3% | $113,168-42.0% | $142,382-53.9% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 14.15% | 24.03%-9.9pp | 24.27%-10.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,148 | $3,442+20.5% | $2,975+39.4% | $4,299-3.5% |
| Participant deferral / active EE | $7,558 | $5,716+32.2% | $5,107+48.0% | $6,507+16.1% |
| Admin fee / account holder | $9,310 | $15,736-40.8% | $12,068-22.9% | $12,624-26.2% |