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 | $56,629 | $81,248-30.3% | $155,509-63.6% | $80,856-30.0% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 16.10% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $7,635 | $3,100+146.3% | $4,672+63.4% | $2,755+177.1% |
| Participant deferral / active EE | $3,724 | $3,452+7.9% | $5,626-33.8% | $4,296-13.3% |
| Admin fee / account holder | $995 | $7,997-87.6% | $15,912-93.7% | $6,918-85.6% |