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 | $58,535 | $76,367-23.3% | $93,606-37.5% | $72,985-19.8% |
| Participation rate | 95.1% | 71.7%+23.4pp | 75.8%+19.3pp | 69.5%+25.6pp |
| Annual return | 17.31% | 25.82%-8.5pp | 32.76%-15.4pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,443 | $2,275-36.6% | $2,718-46.9% | $2,440-40.9% |
| Participant deferral / active EE | $3,156 | $3,538-10.8% | $4,069-22.4% | $3,607-12.5% |
| Admin fee / account holder | $1,795 | $6,838-73.8% | $7,888-77.2% | $5,124-65.0% |