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 | $60,139 | $81,460-26.2% | $103,333-41.8% | $80,856-25.6% |
| Participation rate | 87.1% | 66.8%+20.3pp | 74.5%+12.6pp | 67.6%+19.5pp |
| Annual return | 11.56% | 25.55%-14.0pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,801 | $3,105-9.8% | $3,868-27.6% | $2,755+1.7% |
| Participant deferral / active EE | $7,888 | $3,869+103.9% | $5,057+56.0% | $4,296+83.6% |
| Admin fee / account holder | $1,153 | $6,566-82.4% | $8,355-86.2% | $6,918-83.3% |