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 | $70,263 | $109,881-36.1% | $150,045-53.2% | $84,808-17.1% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 18.59% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,407 | $3,561-60.5% | $4,693-70.0% | $2,631-46.5% |
| Participant deferral / active EE | $5,372 | $6,636-19.0% | $7,997-32.8% | $4,212+27.6% |
| Admin fee / account holder | $4,792 | $8,568-44.1% | $13,435-64.3% | $7,344-34.7% |