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 | $63,302 | $109,359-42.1% | $162,163-61.0% | $72,985-13.3% |
| Participation rate | 95.7% | 84.3%+11.5pp | 87.6%+8.2pp | 69.5%+26.3pp |
| Annual return | 23.26% | 25.46%-2.2pp | 115.59%-92.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,315 | $3,907-40.8% | $5,614-58.8% | $2,440-5.1% |
| Participant deferral / active EE | $4,422 | $5,481-19.3% | $7,298-39.4% | $3,607+22.6% |
| Admin fee / account holder | $2,659 | $7,972-66.6% | $10,843-75.5% | $5,124-48.1% |