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 | $57,014 | $81,460-30.0% | $103,333-44.8% | $80,856-29.5% |
| Participation rate | 84.8% | 66.8%+17.9pp | 74.5%+10.3pp | 67.6%+17.1pp |
| Annual return | 14.87% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,752 | $3,105+20.8% | $3,868-3.0% | $2,755+36.2% |
| Participant deferral / active EE | $8,979 | $3,869+132.1% | $5,057+77.5% | $4,296+109.0% |
| Admin fee / account holder | $2,718 | $6,566-58.6% | $8,355-67.5% | $6,918-60.7% |