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 | $69,337 | $80,717-14.1% | $154,803-55.2% | $84,808-18.2% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 16.60% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,818 | $2,761-34.1% | $4,305-57.8% | $2,631-30.9% |
| Participant deferral / active EE | $5,093 | $3,303+54.2% | $5,540-8.1% | $4,212+20.9% |
| Admin fee / account holder | $2,010 | $6,746-70.2% | $14,329-86.0% | $7,344-72.6% |