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 | $63,586 | $74,927-15.1% | $101,794-37.5% | $84,808-25.0% |
| Participation rate | 98.6% | 61.4%+37.2pp | 69.2%+29.4pp | 68.3%+30.3pp |
| Annual return | 17.18% | 18.70%-1.5pp | 30.53%-13.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,468 | $1,522-3.5% | $2,289-35.9% | $2,631-44.2% |
| Participant deferral / active EE | $2,252 | $3,099-27.3% | $4,084-44.9% | $4,212-46.5% |
| Admin fee / account holder | $4,219 | $6,514-35.2% | $8,777-51.9% | $7,344-42.5% |