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 | $66,063 | $81,460-18.9% | $103,333-36.1% | $80,856-18.3% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 12.25% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,189 | $3,105-29.5% | $3,868-43.4% | $2,755-20.5% |
| Participant deferral / active EE | $7,210 | $3,869+86.4% | $5,057+42.6% | $4,296+67.8% |
| Admin fee / account holder | $1,297 | $6,566-80.2% | $8,355-84.5% | $6,918-81.3% |