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 | $64,873 | $74,927-13.4% | $101,794-36.3% | $84,808-23.5% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.2%+28.0pp | 68.3%+28.8pp |
| Annual return | 15.25% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,532 | $1,522+132.1% | $2,289+54.3% | $2,631+34.3% |
| Participant deferral / active EE | $4,792 | $3,099+54.6% | $4,084+17.3% | $4,212+13.8% |
| Admin fee / account holder | $12,765 | $6,514+96.0% | $8,777+45.4% | $7,344+73.8% |