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 | $64,180 | $81,248-21.0% | $155,509-58.7% | $80,856-20.6% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.5pp | 67.6%+13.0pp |
| Annual return | 14.06% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,274 | $3,100+5.6% | $4,672-29.9% | $2,755+18.8% |
| Participant deferral / active EE | $5,093 | $3,452+47.6% | $5,626-9.5% | $4,296+18.6% |
| Admin fee / account holder | $7,752 | $7,997-3.1% | $15,912-51.3% | $6,918+12.1% |