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 | $67,327 | $109,413-38.5% | $156,263-56.9% | $84,808-20.6% |
| Participation rate | 93.5% | 72.7%+20.9pp | 78.9%+14.6pp | 68.3%+25.2pp |
| Annual return | 16.22% | 20.18%-4.0pp | 59.47%-43.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $5,240 | $2,907+80.3% | $4,333+20.9% | $2,631+99.2% |
| Participant deferral / active EE | $7,798 | $4,590+69.9% | $6,158+26.6% | $4,212+85.2% |
| Admin fee / account holder | $7,840 | $9,357-16.2% | $14,255-45.0% | $7,344+6.8% |