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 | $62,760 | $91,552-31.4% | $133,956-53.1% | $79,858-21.4% |
| Participation rate | 81.6% | 73.3%+8.2pp | 79.8%+1.7pp | 69.6%+11.9pp |
| Annual return | 19.52% | 61.85%-42.3pp | 45.09%-25.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,554 | $2,384-34.8% | $3,919-60.3% | $2,471-37.1% |
| Participant deferral / active EE | $4,448 | $3,733+19.1% | $5,048-11.9% | $3,740+18.9% |
| Admin fee / account holder | $2,706 | $6,321-57.2% | $8,927-69.7% | $5,306-49.0% |