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 | $65,188 | $101,724-35.9% | $164,813-60.4% | $80,856-19.4% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.1pp | 67.6%+22.0pp |
| Annual return | 16.84% | 16.72%+0.1pp | 69.93%-53.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,841 | $2,953-3.8% | $4,341-34.6% | $2,755+3.1% |
| Participant deferral / active EE | $7,307 | $4,477+63.2% | $6,031+21.1% | $4,296+70.1% |
| Admin fee / account holder | $3,792 | $8,227-53.9% | $12,690-70.1% | $6,918-45.2% |