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 | $63,717 | $95,803-33.5% | $113,168-43.7% | $84,808-24.9% |
| Participation rate | 79.5% | 72.9%+6.7pp | 76.6%+3.0pp | 68.3%+11.2pp |
| Annual return | 14.22% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,142 | $2,360-51.6% | $2,975-61.6% | $2,631-56.6% |
| Participant deferral / active EE | $4,568 | $4,242+7.7% | $5,107-10.6% | $4,212+8.5% |
| Admin fee / account holder | $4,616 | $8,989-48.6% | $12,068-61.7% | $7,344-37.1% |