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 | $63,722 | $77,314-17.6% | $177,989-64.2% | $80,856-21.2% |
| Participation rate | 93.5% | 65.7%+27.8pp | 77.1%+16.4pp | 67.6%+25.8pp |
| Annual return | 11.94% | 18.09%-6.1pp | 294.48%-282.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,304 | $2,292+0.5% | $3,949-41.7% | $2,755-16.4% |
| Participant deferral / active EE | $4,686 | $4,411+6.2% | $6,276-25.3% | $4,296+9.1% |
| Admin fee / account holder | $1,867 | $7,191-74.0% | $10,363-82.0% | $6,918-73.0% |