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 | $60,668 | $109,881-44.8% | $150,045-59.6% | $84,808-28.5% |
| Participation rate | 81.8% | 76.1%+5.7pp | 82.3%-0.5pp | 68.3%+13.5pp |
| Annual return | 17.73% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,002 | $3,561+12.4% | $4,693-14.7% | $2,631+52.1% |
| Participant deferral / active EE | $8,756 | $6,636+31.9% | $7,997+9.5% | $4,212+107.9% |
| Admin fee / account holder | $11,019 | $8,568+28.6% | $13,435-18.0% | $7,344+50.0% |