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 | $58,308 | $89,753-35.0% | $107,525-45.8% | $84,808-31.2% |
| Participation rate | 75.9% | 68.1%+7.9pp | 75.1%+0.9pp | 68.3%+7.6pp |
| Annual return | 16.16% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,689 | $3,113+18.5% | $3,754-1.7% | $2,631+40.2% |
| Participant deferral / active EE | $6,384 | $4,056+57.4% | $5,116+24.8% | $4,212+51.6% |
| Admin fee / account holder | $2,321 | $7,222-67.9% | $8,919-74.0% | $7,344-68.4% |