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 | $60,762 | $86,929-30.1% | $102,423-40.7% | $80,856-24.9% |
| Participation rate | 79.7% | 72.4%+7.3pp | 76.5%+3.2pp | 67.6%+12.0pp |
| Annual return | 16.47% | 18.88%-2.4pp | 29.32%-12.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,486 | $2,369+4.9% | $3,023-17.8% | $2,755-9.8% |
| Participant deferral / active EE | $4,893 | $4,118+18.8% | $5,053-3.2% | $4,296+13.9% |
| Admin fee / account holder | $6,713 | $8,049-16.6% | $9,451-29.0% | $6,918-3.0% |