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 | $69,151 | $81,248-14.9% | $155,509-55.5% | $80,856-14.5% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.8pp | 67.6%+26.3pp |
| Annual return | 14.43% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,840 | $3,100-40.6% | $4,672-60.6% | $2,755-33.2% |
| Participant deferral / active EE | $4,344 | $3,452+25.8% | $5,626-22.8% | $4,296+1.1% |
| Admin fee / account holder | $61,001 | $7,997+662.8% | $15,912+283.4% | $6,918+781.8% |