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 | $63,510 | $238,490-73.4% | $180,183-64.8% | $142,382-55.4% |
| Participation rate | 85.7% | 82.3%+3.5pp | 77.4%+8.3pp | 80.1%+5.6pp |
| Annual return | 14.60% | 33.56%-19.0pp | 27.86%-13.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $10,113 | $6,143+64.6% | $5,039+100.7% | $4,299+135.2% |
| Participant deferral / active EE | $3,353 | $7,996-58.1% | $6,822-50.8% | $6,507-48.5% |
| Admin fee / account holder | $24,543 | $28,866-15.0% | $19,975+22.9% | $12,624+94.4% |