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 | $67,025 | $109,413-38.7% | $156,263-57.1% | $84,808-21.0% |
| Participation rate | 86.8% | 72.7%+14.1pp | 78.9%+7.9pp | 68.3%+18.5pp |
| Annual return | 18.83% | 20.18%-1.3pp | 59.47%-40.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,391 | $2,907-17.8% | $4,333-44.8% | $2,631-9.1% |
| Participant deferral / active EE | $3,471 | $4,590-24.4% | $6,158-43.6% | $4,212-17.6% |
| Admin fee / account holder | $3,814 | $9,357-59.2% | $14,255-73.2% | $7,344-48.1% |