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 | $62,327 | $86,929-28.3% | $102,423-39.1% | $80,856-22.9% |
| Participation rate | 84.3% | 72.4%+11.9pp | 76.5%+7.8pp | 67.6%+16.6pp |
| Annual return | 31.06% | 18.88%+12.2pp | 29.32%+1.7pp | 35.59%-4.5pp |
| Employer contribution / active EE | $1,745 | $2,369-26.3% | $3,023-42.3% | $2,755-36.7% |
| Participant deferral / active EE | $3,077 | $4,118-25.3% | $5,053-39.1% | $4,296-28.4% |
| Admin fee / account holder | $3,522 | $8,049-56.2% | $9,451-62.7% | $6,918-49.1% |