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 | $60,969 | $80,717-24.5% | $154,803-60.6% | $84,808-28.1% |
| Participation rate | 72.7% | 66.8%+5.9pp | 78.1%-5.3pp | 68.3%+4.4pp |
| Annual return | 13.40% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,070 | $2,761-61.3% | $4,305-75.2% | $2,631-59.3% |
| Participant deferral / active EE | $1,833 | $3,303-44.5% | $5,540-66.9% | $4,212-56.5% |
| Admin fee / account holder | $8,600 | $6,746+27.5% | $14,329-40.0% | $7,344+17.1% |