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 | $67,418 | $148,978-54.7% | $200,582-66.4% | $84,808-20.5% |
| Participation rate | 97.1% | 84.2%+12.9pp | 86.9%+10.3pp | 68.3%+28.8pp |
| Annual return | 18.33% | 28.16%-9.8pp | 42.33%-24.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,309 | $4,815-52.0% | $6,419-64.0% | $2,631-12.2% |
| Participant deferral / active EE | $4,430 | $7,142-38.0% | $9,331-52.5% | $4,212+5.2% |
| Admin fee / account holder | $2,968 | $13,977-78.8% | $16,305-81.8% | $7,344-59.6% |