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 | $59,374 | $87,841-32.4% | $133,980-55.7% | $62,891-5.6% |
| Participation rate | 78.8% | 83.4%-4.5pp | 87.1%-8.2pp | 69.3%+9.5pp |
| Annual return | 9.81% | 12.05%-2.2pp | 29.30%-19.5pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,589 | $3,483-54.4% | $5,211-69.5% | $2,281-30.3% |
| Participant deferral / active EE | $3,550 | $4,812-26.2% | $6,282-43.5% | $3,203+10.8% |
| Admin fee / account holder | $2,713 | $5,371-49.5% | $9,324-70.9% | $4,296-36.8% |