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 | $66,060 | $93,571-29.4% | $135,903-51.4% | $75,163-12.1% |
| Participation rate | 84.2% | 75.2%+9.0pp | 81.9%+2.3pp | 67.2%+17.0pp |
| Annual return | 17.25% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,805 | $3,537-20.7% | $4,856-42.2% | $2,670+5.1% |
| Participant deferral / active EE | $4,028 | $6,404-37.1% | $7,758-48.1% | $4,125-2.4% |
| Admin fee / account holder | $632 | $6,975-90.9% | $10,762-94.1% | $5,651-88.8% |