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 | $66,510 | $78,422-15.2% | $95,952-30.7% | $79,858-16.7% |
| Participation rate | 84.5% | 73.5%+11.0pp | 77.1%+7.4pp | 69.6%+14.8pp |
| Annual return | 13.65% | 19.37%-5.7pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,181 | $1,945+12.1% | $2,541-14.2% | $2,471-11.7% |
| Participant deferral / active EE | $3,845 | $3,440+11.8% | $4,167-7.7% | $3,740+2.8% |
| Admin fee / account holder | $12,408 | $5,622+120.7% | $6,795+82.6% | $5,306+133.8% |