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 | $64,439 | $95,803-32.7% | $113,168-43.1% | $84,808-24.0% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 13.87% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,739 | $2,360+16.1% | $2,975-7.9% | $2,631+4.1% |
| Participant deferral / active EE | $3,519 | $4,242-17.0% | $5,107-31.1% | $4,212-16.4% |
| Admin fee / account holder | $15,780 | $8,989+75.6% | $12,068+30.8% | $7,344+114.9% |