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 | $71,429 | $86,929-17.8% | $102,423-30.3% | $80,856-11.7% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 15.29% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,738 | $2,369+15.6% | $3,023-9.4% | $2,755-0.6% |
| Participant deferral / active EE | $3,530 | $4,118-14.3% | $5,053-30.1% | $4,296-17.8% |
| Admin fee / account holder | $6,485 | $8,049-19.4% | $9,451-31.4% | $6,918-6.3% |