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 | $69,733 | $91,407-23.7% | $135,903-48.7% | $71,457-2.4% |
| Participation rate | 88.5% | 75.7%+12.8pp | 81.9%+6.6pp | 67.9%+20.5pp |
| Annual return | 19.33% | 29.90%-10.6pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $3,126 | $3,703-15.6% | $4,856-35.6% | $2,588+20.8% |
| Participant deferral / active EE | $6,700 | $7,092-5.5% | $7,758-13.6% | $4,289+56.2% |
| Admin fee / account holder | $2,500 | $1,266+97.5% | $10,762-76.8% | $1,587+57.5% |