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 | $63,637 | $80,968-21.4% | $96,544-34.1% | $75,163-15.3% |
| Participation rate | 92.0% | 71.8%+20.2pp | 76.0%+16.0pp | 67.2%+24.8pp |
| Annual return | 13.44% | 27.06%-13.6pp | 25.84%-12.4pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,151 | $2,282-5.7% | $2,965-27.4% | $2,670-19.4% |
| Participant deferral / active EE | $4,571 | $3,928+16.4% | $4,851-5.8% | $4,125+10.8% |
| Admin fee / account holder | $6,160 | $6,724-8.4% | $8,252-25.4% | $5,651+9.0% |