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 | $65,869 | $138,347-52.4% | $184,203-64.2% | $80,856-18.5% |
| Participation rate | 85.4% | 83.9%+1.5pp | 86.8%-1.4pp | 67.6%+17.8pp |
| Annual return | 25.87% | 20.02%+5.8pp | 28.81%-2.9pp | 35.59%-9.7pp |
| Employer contribution / active EE | $3,941 | $4,850-18.7% | $6,427-38.7% | $2,755+43.1% |
| Participant deferral / active EE | $4,546 | $7,071-35.7% | $9,131-50.2% | $4,296+5.8% |
| Admin fee / account holder | $6,794 | $10,483-35.2% | $13,901-51.1% | $6,918-1.8% |