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 | $64,190 | $58,828+9.1% | $77,999-17.7% | $62,891+2.1% |
| Participation rate | 91.5% | 71.1%+20.4pp | 75.5%+15.9pp | 69.3%+22.2pp |
| Annual return | 9.55% | 17.16%-7.6pp | 425.96%-416.4pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,751 | $1,672+4.7% | $2,470-29.1% | $2,281-23.2% |
| Participant deferral / active EE | $3,621 | $2,686+34.8% | $3,497+3.6% | $3,203+13.1% |
| Admin fee / account holder | $2,556 | $4,393-41.8% | $5,480-53.4% | $4,296-40.5% |