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 | $70,164 | $95,803-26.8% | $113,168-38.0% | $84,808-17.3% |
| Participation rate | 97.9% | 72.9%+25.1pp | 76.6%+21.4pp | 68.3%+29.6pp |
| Annual return | 13.15% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,254 | $2,360+37.9% | $2,975+9.4% | $2,631+23.7% |
| Participant deferral / active EE | $3,449 | $4,242-18.7% | $5,107-32.5% | $4,212-18.1% |
| Admin fee / account holder | $64,525 | $8,989+617.8% | $12,068+434.7% | $7,344+778.6% |