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 | $65,027 | $89,355-27.2% | $141,162-53.9% | $72,985-10.9% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 21.80% | 111.85%-90.0pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,753 | $3,114-11.6% | $4,735-41.9% | $2,440+12.8% |
| Participant deferral / active EE | $9,605 | $5,418+77.3% | $6,709+43.2% | $3,607+166.3% |
| Admin fee / account holder | $3,826 | $5,958-35.8% | $10,261-62.7% | $5,124-25.3% |