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 | $68,084 | $51,576+32.0% | $129,207-47.3% | $80,856-15.8% |
| Participation rate | 70.0% | 57.0%+13.0pp | 69.6%+0.4pp | 67.6%+2.4pp |
| Annual return | 14.00% | 20.81%-6.8pp | 9417.33%-9403.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,036 | $1,584+28.6% | $4,153-51.0% | $2,755-26.1% |
| Participant deferral / active EE | $4,980 | $2,669+86.6% | $4,168+19.5% | $4,296+15.9% |
| Admin fee / account holder | $4,362 | $4,305+1.3% | $7,715-43.5% | $6,918-37.0% |