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 | $62,490 | $138,347-54.8% | $184,203-66.1% | $80,856-22.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 86.8%+3.2pp | 67.6%+22.4pp |
| Annual return | 14.29% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,817 | $4,850-41.9% | $6,427-56.2% | $2,755+2.2% |
| Participant deferral / active EE | $5,160 | $7,071-27.0% | $9,131-43.5% | $4,296+20.1% |
| Admin fee / account holder | $3,935 | $10,483-62.5% | $13,901-71.7% | $6,918-43.1% |