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 | $64,243 | $58,851+9.2% | $115,157-44.2% | $72,985-12.0% |
| Participation rate | 76.9% | 65.5%+11.4pp | 75.9%+1.0pp | 69.5%+7.4pp |
| Annual return | 22.05% | 23.16%-1.1pp | 35.60%-13.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,181 | $1,798-34.3% | $3,179-62.8% | $2,440-51.6% |
| Participant deferral / active EE | $2,388 | $2,643-9.7% | $4,168-42.7% | $3,607-33.8% |
| Admin fee / account holder | $1,310 | $6,370-79.4% | $7,088-81.5% | $5,124-74.4% |