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 | $66,664 | $80,673-17.4% | $101,326-34.2% | $84,808-21.4% |
| Participation rate | 95.6% | 77.8%+17.8pp | 81.5%+14.1pp | 68.3%+27.3pp |
| Annual return | 15.93% | 38.95%-23.0pp | 36.82%-20.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,711 | $2,698-36.6% | $3,665-53.3% | $2,631-35.0% |
| Participant deferral / active EE | $5,216 | $6,840-23.7% | $7,994-34.8% | $4,212+23.8% |
| Admin fee / account holder | $3,448 | $12,784-73.0% | $11,185-69.2% | $7,344-53.1% |