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 | $65,588 | $80,968-19.0% | $96,544-32.1% | $75,163-12.7% |
| Participation rate | 83.0% | 71.8%+11.2pp | 76.0%+7.0pp | 67.2%+15.8pp |
| Annual return | 16.34% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,655 | $2,282+16.4% | $2,965-10.4% | $2,670-0.5% |
| Participant deferral / active EE | $5,233 | $3,928+33.2% | $4,851+7.9% | $4,125+26.9% |
| Admin fee / account holder | $15,719 | $6,724+133.8% | $8,252+90.5% | $5,651+178.2% |