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 | $65,328 | $72,277-9.6% | $101,248-35.5% | $79,858-18.2% |
| Participation rate | 85.2% | 68.5%+16.7pp | 75.8%+9.4pp | 69.6%+15.6pp |
| Annual return | 21.85% | 22.30%-0.4pp | 46.47%-24.6pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,073 | $2,692-60.1% | $3,660-70.7% | $2,471-56.6% |
| Participant deferral / active EE | $2,388 | $3,282-27.2% | $4,370-45.4% | $3,740-36.1% |
| Admin fee / account holder | $1,228 | $4,400-72.1% | $5,945-79.4% | $5,306-76.9% |