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 | $57,255 | $95,266-39.9% | $82,389-30.5% | $142,382-59.8% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 14.77% | 25.74%-11.0pp | 28.67%-13.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,774 | $2,991+26.2% | $2,517+49.9% | $4,299-12.2% |
| Participant deferral / active EE | $9,790 | $4,809+103.6% | $4,155+135.6% | $6,507+50.4% |
| Admin fee / account holder | $28,065 | $8,563+227.7% | $7,231+288.1% | $12,624+122.3% |