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 | $65,776 | $81,460-19.3% | $103,333-36.3% | $80,856-18.7% |
| Participation rate | 86.7% | 66.8%+19.8pp | 74.5%+12.2pp | 67.6%+19.0pp |
| Annual return | 12.00% | 25.55%-13.5pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $7,516 | $3,105+142.1% | $3,868+94.3% | $2,755+172.8% |
| Participant deferral / active EE | $2,925 | $3,869-24.4% | $5,057-42.2% | $4,296-31.9% |
| Admin fee / account holder | $6,120 | $6,566-6.8% | $8,355-26.8% | $6,918-11.5% |