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 | $69,942 | $86,929-19.5% | $102,423-31.7% | $80,856-13.5% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.6%+21.3pp |
| Annual return | 11.76% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,523 | $2,369-35.7% | $3,023-49.6% | $2,755-44.7% |
| Participant deferral / active EE | $6,873 | $4,118+66.9% | $5,053+36.0% | $4,296+60.0% |
| Admin fee / account holder | $10,375 | $8,049+28.9% | $9,451+9.8% | $6,918+50.0% |