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 | $80,745 | $95,803-15.7% | $113,168-28.7% | $84,808-4.8% |
| Participation rate | 96.3% | 72.9%+23.5pp | 76.6%+19.8pp | 68.3%+28.0pp |
| Annual return | 12.50% | 25.00%-12.5pp | 24.27%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,812 | $2,360-23.2% | $2,975-39.1% | $2,631-31.1% |
| Participant deferral / active EE | $4,926 | $4,242+16.1% | $5,107-3.5% | $4,212+17.0% |
| Admin fee / account holder | $14,803 | $8,989+64.7% | $12,068+22.7% | $7,344+101.6% |