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 | $69,210 | $86,929-20.4% | $102,423-32.4% | $80,856-14.4% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 15.89% | 18.88%-3.0pp | 29.32%-13.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,643 | $2,369+11.6% | $3,023-12.6% | $2,755-4.1% |
| Participant deferral / active EE | $7,306 | $4,118+77.4% | $5,053+44.6% | $4,296+70.1% |
| Admin fee / account holder | $9,374 | $8,049+16.5% | $9,451-0.8% | $6,918+35.5% |