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 | $72,437 | $80,717-10.3% | $154,803-53.2% | $84,808-14.6% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 13.80% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $5,671 | $2,761+105.4% | $4,305+31.7% | $2,631+115.5% |
| Participant deferral / active EE | $5,804 | $3,303+75.7% | $5,540+4.8% | $4,212+37.8% |
| Admin fee / account holder | $26,510 | $6,746+293.0% | $14,329+85.0% | $7,344+261.0% |