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 | $64,196 | $80,968-20.7% | $96,544-33.5% | $75,163-14.6% |
| Participation rate | 91.9% | 71.8%+20.1pp | 76.0%+15.9pp | 67.2%+24.7pp |
| Annual return | 18.60% | 27.06%-8.5pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,350 | $2,282+3.0% | $2,965-20.7% | $2,670-12.0% |
| Participant deferral / active EE | $5,022 | $3,928+27.8% | $4,851+3.5% | $4,125+21.7% |
| Admin fee / account holder | $15,347 | $6,724+128.2% | $8,252+86.0% | $5,651+171.6% |