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 | $64,566 | $89,698-28.0% | $103,476-37.6% | $80,856-20.1% |
| Participation rate | 85.9% | 76.0%+9.9pp | 80.5%+5.4pp | 67.6%+18.3pp |
| Annual return | 18.97% | 22.78%-3.8pp | 23.90%-4.9pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,648 | $4,018-34.1% | $4,672-43.3% | $2,755-3.9% |
| Participant deferral / active EE | $5,758 | $5,456+5.5% | $6,623-13.1% | $4,296+34.0% |
| Admin fee / account holder | $5,156 | $6,768-23.8% | $9,413-45.2% | $6,918-25.5% |