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 | $66,915 | $81,248-17.6% | $155,509-57.0% | $80,856-17.2% |
| Participation rate | 93.5% | 66.2%+27.2pp | 78.2%+15.3pp | 67.6%+25.8pp |
| Annual return | 16.74% | 33.31%-16.6pp | 64.67%-47.9pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,877 | $3,100-39.5% | $4,672-59.8% | $2,755-31.9% |
| Participant deferral / active EE | $4,160 | $3,452+20.5% | $5,626-26.1% | $4,296-3.2% |
| Admin fee / account holder | $960 | $7,997-88.0% | $15,912-94.0% | $6,918-86.1% |