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 | $72,690 | $109,881-33.8% | $150,045-51.6% | $84,808-14.3% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 17.03% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,619 | $3,561-26.4% | $4,693-44.2% | $2,631-0.4% |
| Participant deferral / active EE | $11,971 | $6,636+80.4% | $7,997+49.7% | $4,212+184.2% |
| Admin fee / account holder | $5,884 | $8,568-31.3% | $13,435-56.2% | $7,344-19.9% |