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 9-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 | $66,401 | $78,926-15.9% | $136,749-51.4% | $84,808-21.7% |
| Participation rate | 96.0% | 62.2%+33.8pp | 72.1%+23.9pp | 68.3%+27.7pp |
| Annual return | 14.00% | 18.17%-4.2pp | 24.33%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $3,885 | $2,134+82.0% | $3,400+14.3% | $2,631+47.6% |
| Participant deferral / active EE | $6,171 | $3,168+94.8% | $4,692+31.5% | $4,212+46.5% |
| Admin fee / account holder | $5,090 | $6,369-20.1% | $11,386-55.3% | $7,344-30.7% |