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 | $66,518 | $138,347-51.9% | $184,203-63.9% | $80,856-17.7% |
| Participation rate | 96.3% | 83.9%+12.4pp | 86.8%+9.5pp | 67.6%+28.7pp |
| Annual return | 14.37% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,014 | $4,850-37.9% | $6,427-53.1% | $2,755+9.4% |
| Participant deferral / active EE | $9,447 | $7,071+33.6% | $9,131+3.5% | $4,296+119.9% |
| Admin fee / account holder | $3,617 | $10,483-65.5% | $13,901-74.0% | $6,918-47.7% |