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 | $71,395 | $109,881-35.0% | $150,045-52.4% | $84,808-15.8% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 16.83% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,599 | $3,561+1.1% | $4,693-23.3% | $2,631+36.8% |
| Participant deferral / active EE | $8,001 | $6,636+20.6% | $7,9970% | $4,212+90.0% |
| Admin fee / account holder | $14,112 | $8,568+64.7% | $13,435+5.0% | $7,344+92.2% |