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 | $72,037 | $109,413-34.2% | $156,263-53.9% | $84,808-15.1% |
| Participation rate | 88.0% | 72.7%+15.3pp | 78.9%+9.1pp | 68.3%+19.7pp |
| Annual return | 16.44% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,066 | $2,907-28.9% | $4,333-52.3% | $2,631-21.5% |
| Participant deferral / active EE | $3,674 | $4,590-20.0% | $6,158-40.3% | $4,212-12.8% |
| Admin fee / account holder | $5,376 | $9,357-42.5% | $14,255-62.3% | $7,344-26.8% |