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 | $54,335 | $72,277-24.8% | $101,248-46.3% | $79,858-32.0% |
| Participation rate | 79.6% | 68.5%+11.2pp | 75.8%+3.8pp | 69.6%+10.0pp |
| Annual return | 12.59% | 22.30%-9.7pp | 46.47%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,837 | $2,692+5.4% | $3,660-22.5% | $2,471+14.8% |
| Participant deferral / active EE | $6,285 | $3,282+91.5% | $4,370+43.8% | $3,740+68.1% |
| Admin fee / account holder | $7,253 | $4,400+64.8% | $5,945+22.0% | $5,306+36.7% |