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 | $83,833 | $95,803-12.5% | $113,168-25.9% | $84,808-1.1% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 15.31% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,671 | $2,360+97.9% | $2,975+57.0% | $2,631+77.5% |
| Participant deferral / active EE | $6,615 | $4,242+55.9% | $5,107+29.5% | $4,212+57.1% |
| Admin fee / account holder | $4,168 | $8,989-53.6% | $12,068-65.5% | $7,344-43.2% |