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 | $68,957 | $148,978-53.7% | $200,582-65.6% | $84,808-18.7% |
| Participation rate | 87.0% | 84.2%+2.8pp | 86.9%+0.2pp | 68.3%+18.7pp |
| Annual return | 14.89% | 28.16%-13.3pp | 42.33%-27.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,303 | $4,815-52.2% | $6,419-64.1% | $2,631-12.5% |
| Participant deferral / active EE | $5,864 | $7,142-17.9% | $9,331-37.2% | $4,212+39.2% |
| Admin fee / account holder | $19,477 | $13,977+39.3% | $16,305+19.5% | $7,344+165.2% |