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 | $65,722 | $80,717-18.6% | $154,803-57.5% | $84,808-22.5% |
| Participation rate | 75.8% | 66.8%+9.0pp | 78.1%-2.3pp | 68.3%+7.5pp |
| Annual return | 15.46% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,521 | $2,761-8.7% | $4,305-41.5% | $2,631-4.2% |
| Participant deferral / active EE | $5,300 | $3,303+60.5% | $5,540-4.3% | $4,212+25.9% |
| Admin fee / account holder | $14,255 | $6,746+111.3% | $14,329-0.5% | $7,344+94.1% |