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 | $66,462 | $138,347-52.0% | $184,203-63.9% | $80,856-17.8% |
| Participation rate | 87.7% | 83.9%+3.8pp | 86.8%+0.9pp | 67.6%+20.1pp |
| Annual return | 12.18% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,148 | $4,850-55.7% | $6,427-66.6% | $2,755-22.0% |
| Participant deferral / active EE | $4,016 | $7,071-43.2% | $9,131-56.0% | $4,296-6.5% |
| Admin fee / account holder | $15,864 | $10,483+51.3% | $13,901+14.1% | $6,918+129.3% |