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 | $63,253 | $74,927-15.6% | $101,794-37.9% | $84,808-25.4% |
| Participation rate | 92.1% | 61.4%+30.7pp | 69.2%+22.9pp | 68.3%+23.8pp |
| Annual return | 16.14% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,208 | $1,522-20.6% | $2,289-47.2% | $2,631-54.1% |
| Participant deferral / active EE | $3,865 | $3,099+24.7% | $4,084-5.4% | $4,212-8.2% |
| Admin fee / account holder | $4,299 | $6,514-34.0% | $8,777-51.0% | $7,344-41.5% |