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 | $65,094 | $83,477-22.0% | $125,175-48.0% | $72,985-10.8% |
| Participation rate | 98.5% | 73.3%+25.2pp | 79.8%+18.7pp | 69.5%+29.0pp |
| Annual return | 17.60% | 25.78%-8.2pp | 43.79%-26.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,788 | $2,345-23.7% | $3,865-53.7% | $2,440-26.7% |
| Participant deferral / active EE | $4,480 | $3,585+25.0% | $4,937-9.3% | $3,607+24.2% |
| Admin fee / account holder | $4,243 | $5,517-23.1% | $9,702-56.3% | $5,124-17.2% |