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 | $65,385 | $86,929-24.8% | $102,423-36.2% | $80,856-19.1% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 10.52% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,006 | $2,369-15.3% | $3,023-33.6% | $2,755-27.2% |
| Participant deferral / active EE | $4,723 | $4,118+14.7% | $5,053-6.5% | $4,296+10.0% |
| Admin fee / account holder | $43,896 | $8,049+445.4% | $9,451+364.5% | $6,918+534.5% |