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 | $72,453 | $57,016+27.1% | $84,966-14.7% | $80,856-10.4% |
| Participation rate | 92.3% | 56.3%+36.0pp | 67.5%+24.8pp | 67.6%+24.7pp |
| Annual return | 11.56% | 21.66%-10.1pp | 66.38%-54.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $5,671 | $1,798+215.5% | $2,727+107.9% | $2,755+105.8% |
| Participant deferral / active EE | $2,841 | $3,110-8.6% | $4,519-37.1% | $4,296-33.9% |
| Admin fee / account holder | $5,715 | $4,980+14.8% | $6,149-7.1% | $6,918-17.4% |