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 | $67,162 | $53,777+24.9% | $134,143-49.9% | $79,858-15.9% |
| Participation rate | 73.7% | 58.8%+14.9pp | 72.2%+1.5pp | 69.6%+4.1pp |
| Annual return | 16.62% | 19.01%-2.4pp | 36.33%-19.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,341 | $1,321+152.8% | $3,704-9.8% | $2,471+35.2% |
| Participant deferral / active EE | $5,614 | $2,420+132.0% | $3,499+60.5% | $3,740+50.1% |
| Admin fee / account holder | $315 | $3,984-92.1% | $6,684-95.3% | $5,306-94.1% |