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 | $63,581 | $78,422-18.9% | $95,952-33.7% | $79,858-20.4% |
| Participation rate | 75.9% | 73.5%+2.4pp | 77.1%-1.2pp | 69.6%+6.2pp |
| Annual return | 16.54% | 19.37%-2.8pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,075 | $1,945+6.7% | $2,541-18.4% | $2,471-16.0% |
| Participant deferral / active EE | $4,037 | $3,440+17.4% | $4,167-3.1% | $3,740+7.9% |
| Admin fee / account holder | $2,986 | $5,622-46.9% | $6,795-56.1% | $5,306-43.7% |