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 | $57,996 | $123,793-53.2% | $177,821-67.4% | $79,858-27.4% |
| Participation rate | 75.5% | 84.7%-9.1pp | 87.7%-12.2pp | 69.6%+5.9pp |
| Annual return | 17.49% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,209 | $4,095-46.1% | $5,918-62.7% | $2,471-10.6% |
| Participant deferral / active EE | $4,055 | $5,956-31.9% | $7,714-47.4% | $3,740+8.4% |
| Admin fee / account holder | $1,179 | $7,243-83.7% | $12,427-90.5% | $5,306-77.8% |