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 | $51,636 | $76,367-32.4% | $93,606-44.8% | $72,985-29.3% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.5%+23.8pp |
| Annual return | 27.82% | 25.82%+2.0pp | 32.76%-4.9pp | 81.00%-53.2pp |
| Employer contribution / active EE | $2,785 | $2,275+22.4% | $2,718+2.5% | $2,440+14.1% |
| Participant deferral / active EE | $4,502 | $3,538+27.2% | $4,069+10.6% | $3,607+24.8% |
| Admin fee / account holder | $7,099 | $6,838+3.8% | $7,888-10.0% | $5,124+38.5% |