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 | $63,398 | $109,881-42.3% | $150,045-57.7% | $84,808-25.2% |
| Participation rate | 93.2% | 76.1%+17.1pp | 82.3%+10.9pp | 68.3%+24.9pp |
| Annual return | 27.59% | 28.25%-0.7pp | 62.55%-35.0pp | 40.90%-13.3pp |
| Employer contribution / active EE | $5,155 | $3,561+44.8% | $4,693+9.8% | $2,631+95.9% |
| Participant deferral / active EE | $9,989 | $6,636+50.5% | $7,997+24.9% | $4,212+137.2% |
| Admin fee / account holder | $5,266 | $8,568-38.5% | $13,435-60.8% | $7,344-28.3% |