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 | $65,082 | $80,717-19.4% | $154,803-58.0% | $84,808-23.3% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 17.89% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,789 | $2,761-35.2% | $4,305-58.5% | $2,631-32.0% |
| Participant deferral / active EE | $6,123 | $3,303+85.4% | $5,540+10.5% | $4,212+45.4% |
| Admin fee / account holder | $3,416 | $6,746-49.4% | $14,329-76.2% | $7,344-53.5% |