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 | $66,096 | $91,552-27.8% | $133,956-50.7% | $79,858-17.2% |
| Participation rate | 88.4% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | 24.97% | 61.85%-36.9pp | 45.09%-20.1pp | 31.71%-6.7pp |
| Employer contribution / active EE | $1,414 | $2,384-40.7% | $3,919-63.9% | $2,471-42.8% |
| Participant deferral / active EE | $5,241 | $3,733+40.4% | $5,048+3.8% | $3,740+40.1% |
| Admin fee / account holder | $2,318 | $6,321-63.3% | $8,927-74.0% | $5,306-56.3% |