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 | $63,322 | $74,927-15.5% | $101,794-37.8% | $84,808-25.3% |
| Participation rate | 94.3% | 61.4%+32.9pp | 69.2%+25.2pp | 68.3%+26.0pp |
| Annual return | 15.47% | 18.70%-3.2pp | 30.53%-15.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,051 | $1,522+34.7% | $2,289-10.4% | $2,631-22.1% |
| Participant deferral / active EE | $5,023 | $3,099+62.1% | $4,084+23.0% | $4,212+19.3% |
| Admin fee / account holder | $5,277 | $6,514-19.0% | $8,777-39.9% | $7,344-28.1% |