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 | $64,898 | $71,050-8.7% | $93,606-30.7% | $80,856-19.7% |
| Participation rate | 93.1% | 60.4%+32.6pp | 68.7%+24.3pp | 67.6%+25.4pp |
| Annual return | 12.39% | 11.26%+1.1pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,802 | $1,564+15.3% | $2,420-25.5% | $2,755-34.6% |
| Participant deferral / active EE | $5,630 | $4,034+39.6% | $4,411+27.6% | $4,296+31.1% |
| Admin fee / account holder | $4,346 | $6,945-37.4% | $8,285-47.5% | $6,918-37.2% |