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 | $63,794 | $68,547-6.9% | $120,354-47.0% | $80,856-21.1% |
| Participation rate | 98.4% | 61.6%+36.8pp | 71.9%+26.5pp | 67.6%+30.8pp |
| Annual return | 17.50% | 23.60%-6.1pp | 107.15%-89.6pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,801 | $2,051-12.2% | $3,463-48.0% | $2,755-34.6% |
| Participant deferral / active EE | $3,693 | $3,173+16.4% | $4,991-26.0% | $4,296-14.0% |
| Admin fee / account holder | $8,992 | $5,732+56.9% | $9,423-4.6% | $6,918+30.0% |