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 | $66,457 | $95,803-30.6% | $113,168-41.3% | $84,808-21.6% |
| Participation rate | 95.9% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.6pp |
| Annual return | 13.76% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,242 | $2,360-5.0% | $2,975-24.6% | $2,631-14.8% |
| Participant deferral / active EE | $8,787 | $4,242+107.2% | $5,107+72.1% | $4,212+108.7% |
| Admin fee / account holder | $3,424 | $8,989-61.9% | $12,068-71.6% | $7,344-53.4% |