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 | $68,351 | $109,413-37.5% | $156,263-56.3% | $84,808-19.4% |
| Participation rate | 88.1% | 72.7%+15.4pp | 78.9%+9.2pp | 68.3%+19.8pp |
| Annual return | 12.50% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,447 | $2,907+18.6% | $4,333-20.5% | $2,631+31.0% |
| Participant deferral / active EE | $5,365 | $4,590+16.9% | $6,158-12.9% | $4,212+27.4% |
| Admin fee / account holder | $5,161 | $9,357-44.8% | $14,255-63.8% | $7,344-29.7% |