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 | $57,819 | $80,968-28.6% | $96,544-40.1% | $75,163-23.1% |
| Participation rate | 89.0% | 71.8%+17.3pp | 76.0%+13.1pp | 67.2%+21.8pp |
| Annual return | 17.92% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,575 | $2,282-31.0% | $2,965-46.9% | $2,670-41.0% |
| Participant deferral / active EE | $4,705 | $3,928+19.8% | $4,851-3.0% | $4,125+14.0% |
| Admin fee / account holder | $6,156 | $6,724-8.4% | $8,252-25.4% | $5,651+8.9% |