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 | $66,600 | $74,927-11.1% | $101,794-34.6% | $84,808-21.5% |
| Participation rate | 80.8% | 61.4%+19.4pp | 69.2%+11.6pp | 68.3%+12.5pp |
| Annual return | 15.02% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,040 | $1,522+34.0% | $2,289-10.9% | $2,631-22.5% |
| Participant deferral / active EE | $4,912 | $3,099+58.5% | $4,084+20.3% | $4,212+16.6% |
| Admin fee / account holder | $4,726 | $6,514-27.4% | $8,777-46.2% | $7,344-35.6% |