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 | $67,384 | $94,625-28.8% | $116,228-42.0% | $84,808-20.5% |
| Participation rate | 92.5% | 70.4%+22.0pp | 74.6%+17.9pp | 68.3%+24.1pp |
| Annual return | 15.76% | 20.40%-4.6pp | 90.06%-74.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $710 | $2,347-69.7% | $2,994-76.3% | $2,631-73.0% |
| Participant deferral / active EE | $3,873 | $3,972-2.5% | $4,953-21.8% | $4,212-8.0% |
| Admin fee / account holder | $3,999 | $10,091-60.4% | $11,989-66.6% | $7,344-45.6% |