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 | $64,979 | $109,881-40.9% | $150,045-56.7% | $84,808-23.4% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 17.63% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,126 | $3,561-12.2% | $4,693-33.4% | $2,631+18.8% |
| Participant deferral / active EE | $5,229 | $6,636-21.2% | $7,997-34.6% | $4,212+24.1% |
| Admin fee / account holder | $2,452 | $8,568-71.4% | $13,435-81.7% | $7,344-66.6% |