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 | $55,720 | $72,492-23.1% | $87,100-36.0% | $72,985-23.7% |
| Participation rate | 89.4% | 72.8%+16.6pp | 76.9%+12.5pp | 69.5%+19.9pp |
| Annual return | 19.55% | 24.46%-4.9pp | 28.19%-8.6pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,589 | $1,894-16.1% | $2,521-37.0% | $2,440-34.9% |
| Participant deferral / active EE | $3,182 | $3,270-2.7% | $4,049-21.4% | $3,607-11.8% |
| Admin fee / account holder | $19,568 | $5,055+287.1% | $7,497+161.0% | $5,124+281.9% |