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 5-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 | $56,209 | $77,899-27.8% | $149,673-62.4% | $75,163-25.2% |
| Participation rate | 82.1% | 65.6%+16.6pp | 78.8%+3.4pp | 67.2%+15.0pp |
| Annual return | 21.39% | 31.72%-10.3pp | 134.42%-113.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $3,483 | $3,137+11.0% | $4,818-27.7% | $2,670+30.5% |
| Participant deferral / active EE | $4,489 | $3,411+31.6% | $5,680-21.0% | $4,125+8.8% |
| Admin fee / account holder | $2,272 | $5,956-61.9% | $13,210-82.8% | $5,651-59.8% |