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 | $65,279 | $109,881-40.6% | $150,045-56.5% | $84,808-23.0% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 16.07% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,220 | $3,561-37.7% | $4,693-52.7% | $2,631-15.6% |
| Participant deferral / active EE | $5,262 | $6,636-20.7% | $7,997-34.2% | $4,212+24.9% |
| Admin fee / account holder | $8,708 | $8,568+1.6% | $13,435-35.2% | $7,344+18.6% |