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 | $68,039 | $80,673-15.7% | $101,326-32.9% | $84,808-19.8% |
| Participation rate | 98.2% | 77.8%+20.4pp | 81.5%+16.7pp | 68.3%+29.9pp |
| Annual return | 18.36% | 38.95%-20.6pp | 36.82%-18.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,738 | $2,698+38.6% | $3,665+2.0% | $2,631+42.1% |
| Participant deferral / active EE | $9,521 | $6,840+39.2% | $7,994+19.1% | $4,212+126.1% |
| Admin fee / account holder | $3,489 | $12,784-72.7% | $11,185-68.8% | $7,344-52.5% |