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 | $53,645 | $74,927-28.4% | $101,794-47.3% | $84,808-36.7% |
| Participation rate | 97.9% | 61.4%+36.5pp | 69.2%+28.7pp | 68.3%+29.6pp |
| Annual return | 15.09% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $6,723 | $1,522+341.8% | $2,289+193.7% | $2,631+155.5% |
| Participant deferral / active EE | $10,616 | $3,099+242.6% | $4,084+159.9% | $4,212+152.1% |
| Admin fee / account holder | $10,505 | $6,514+61.3% | $8,777+19.7% | $7,344+43.0% |