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 | $68,725 | $89,355-23.1% | $141,162-51.3% | $72,985-5.8% |
| Participation rate | 94.2% | 75.1%+19.1pp | 82.5%+11.8pp | 69.5%+24.7pp |
| Annual return | 21.47% | 111.85%-90.4pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,831 | $3,114-9.1% | $4,735-40.2% | $2,440+16.0% |
| Participant deferral / active EE | $4,400 | $5,418-18.8% | $6,709-34.4% | $3,607+22.0% |
| Admin fee / account holder | $2,059 | $5,958-65.4% | $10,261-79.9% | $5,124-59.8% |