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 | $46,869+41.0% | $122,332-46.0% | $70,131-5.8% |
| Participation rate | 92.5% | 58.2%+34.3pp | 71.6%+20.9pp | 69.5%+23.0pp |
| Annual return | 16.43% | 24.22%-7.8pp | 30.27%-13.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,381 | $1,288+84.9% | $4,050-41.2% | $2,342+1.6% |
| Participant deferral / active EE | $4,291 | $2,166+98.1% | $3,287+30.6% | $3,332+28.8% |
| Admin fee / account holder | $2,751 | $3,322-17.2% | $5,478-49.8% | $4,645-40.8% |