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 | $64,910 | $79,944-18.8% | $98,439-34.1% | $75,163-13.6% |
| Participation rate | 83.9% | 70.4%+13.5pp | 75.2%+8.7pp | 67.2%+16.7pp |
| Annual return | 14.03% | 19.75%-5.7pp | 21.16%-7.1pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,157 | $2,264-48.9% | $3,048-62.0% | $2,670-56.7% |
| Participant deferral / active EE | $3,475 | $3,752-7.4% | $4,738-26.7% | $4,125-15.8% |
| Admin fee / account holder | $1,937 | $6,840-71.7% | $8,948-78.3% | $5,651-65.7% |