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 | $63,696 | $73,933-13.8% | $96,683-34.1% | $75,163-15.3% |
| Participation rate | 80.3% | 66.4%+13.9pp | 74.3%+6.0pp | 67.2%+13.1pp |
| Annual return | 15.31% | 26.70%-11.4pp | 35.69%-20.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,972 | $2,928+1.5% | $3,737-20.5% | $2,670+11.3% |
| Participant deferral / active EE | $5,241 | $3,659+43.3% | $4,878+7.4% | $4,125+27.1% |
| Admin fee / account holder | $5,510 | $5,216+5.6% | $6,730-18.1% | $5,651-2.5% |