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 | $69,062 | $117,983-41.5% | $101,794-32.2% | $142,382-51.5% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.2%+25.8pp | 80.1%+14.9pp |
| Annual return | 14.05% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,932 | $2,773+5.7% | $2,289+28.1% | $4,299-31.8% |
| Participant deferral / active EE | $4,304 | $4,714-8.7% | $4,084+5.4% | $6,507-33.9% |
| Admin fee / account holder | $5,926 | $10,433-43.2% | $8,777-32.5% | $12,624-53.1% |