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 | $59,294 | $67,606-12.3% | $82,313-28.0% | $70,131-15.5% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | 14.18% | 21.57%-7.4pp | 25.88%-11.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,012 | $1,755-42.3% | $2,428-58.3% | $2,342-56.8% |
| Participant deferral / active EE | $3,746 | $2,987+25.4% | $3,706+1.1% | $3,332+12.4% |
| Admin fee / account holder | $2,819 | $4,512-37.5% | $5,608-49.7% | $4,645-39.3% |