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 | $62,247 | $68,719-9.4% | $91,541-32.0% | $84,808-26.6% |
| Participation rate | 70.6% | 64.5%+6.1pp | 69.8%+0.8pp | 68.3%+2.3pp |
| Annual return | 73.15% | 19.12%+54.0pp | 20.50%+52.7pp | 40.90%+32.3pp |
| Employer contribution / active EE | $2,513 | $1,920+30.9% | $2,505+0.3% | $2,631-4.5% |
| Participant deferral / active EE | $5,489 | $3,136+75.0% | $4,008+37.0% | $4,212+30.3% |
| Admin fee / account holder | $11,749 | $5,786+103.0% | $6,956+68.9% | $7,344+60.0% |