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 | $60,091 | $135,952-55.8% | $123,892-51.5% | $273,961-78.1% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 4.32% | 56.63%-52.3pp | 47.52%-43.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $2,672 | $5,170-48.3% | $4,617-42.1% | $4,869-45.1% |
| Participant deferral / active EE | $4,523 | $6,343-28.7% | $5,984-24.4% | $5,287-14.4% |
| Admin fee / account holder | $8,563 | $9,817-12.8% | $8,357+2.5% | $10,132-15.5% |