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 | $69,906 | $94,625-26.1% | $116,228-39.9% | $84,808-17.6% |
| Participation rate | 97.4% | 70.4%+26.9pp | 74.6%+22.8pp | 68.3%+29.1pp |
| Annual return | 15.68% | 20.40%-4.7pp | 90.06%-74.4pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,268 | $2,347-3.3% | $2,994-24.2% | $2,631-13.8% |
| Participant deferral / active EE | $2,637 | $3,972-33.6% | $4,953-46.8% | $4,212-37.4% |
| Admin fee / account holder | $2,976 | $10,091-70.5% | $11,989-75.2% | $7,344-59.5% |