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 5-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 | $66,577 | $95,803-30.5% | $113,168-41.2% | $84,808-21.5% |
| Participation rate | 83.7% | 72.9%+10.9pp | 76.6%+7.2pp | 68.3%+15.4pp |
| Annual return | 19.56% | 25.00%-5.4pp | 24.27%-4.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,074 | $2,360+115.0% | $2,975+70.5% | $2,631+92.8% |
| Participant deferral / active EE | $9,561 | $4,242+125.4% | $5,107+87.2% | $4,212+127.0% |
| Admin fee / account holder | $5,180 | $8,989-42.4% | $12,068-57.1% | $7,344-29.5% |