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 | $59,072 | $148,978-60.3% | $200,582-70.5% | $84,808-30.3% |
| Participation rate | 81.3% | 84.2%-3.0pp | 86.9%-5.6pp | 68.3%+12.9pp |
| Annual return | 13.85% | 28.16%-14.3pp | 42.33%-28.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,188 | $4,815-54.6% | $6,419-65.9% | $2,631-16.8% |
| Participant deferral / active EE | $5,923 | $7,142-17.1% | $9,331-36.5% | $4,212+40.6% |
| Admin fee / account holder | $5,545 | $13,977-60.3% | $16,305-66.0% | $7,344-24.5% |