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 | $59,818 | $54,762+9.2% | $90,281-33.7% | $72,985-18.0% |
| Participation rate | 87.3% | 65.1%+22.1pp | 73.3%+14.0pp | 69.5%+17.8pp |
| Annual return | 18.70% | 30.63%-11.9pp | 78.10%-59.4pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,672 | $2,092+27.7% | $2,854-6.4% | $2,440+9.5% |
| Participant deferral / active EE | $3,715 | $2,887+28.7% | $3,885-4.4% | $3,607+3.0% |
| Admin fee / account holder | $2,426 | $3,972-38.9% | $5,351-54.7% | $5,124-52.7% |