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 | $68,717 | $80,717-14.9% | $154,803-55.6% | $84,808-19.0% |
| Participation rate | 82.0% | 66.8%+15.2pp | 78.1%+3.9pp | 68.3%+13.7pp |
| Annual return | 13.39% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,567 | $2,761+29.2% | $4,305-17.2% | $2,631+35.6% |
| Participant deferral / active EE | $3,327 | $3,303+0.7% | $5,540-40.0% | $4,212-21.0% |
| Admin fee / account holder | $9,590 | $6,746+42.2% | $14,329-33.1% | $7,344+30.6% |