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 | $67,138 | $78,926-14.9% | $136,749-50.9% | $84,808-20.8% |
| Participation rate | 80.6% | 62.2%+18.5pp | 72.1%+8.5pp | 68.3%+12.3pp |
| Annual return | 15.61% | 18.17%-2.6pp | 24.33%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,758 | $2,134+29.2% | $3,400-18.9% | $2,631+4.8% |
| Participant deferral / active EE | $6,993 | $3,168+120.7% | $4,692+49.0% | $4,212+66.0% |
| Admin fee / account holder | $14,387 | $6,369+125.9% | $11,386+26.4% | $7,344+95.9% |