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 | $62,427 | $63,764-2.1% | $81,930-23.8% | $79,858-21.8% |
| Participation rate | 70.4% | 67.5%+2.9pp | 72.0%-1.6pp | 69.6%+0.7pp |
| Annual return | 21.24% | 22.66%-1.4pp | 29.49%-8.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,050 | $1,795-41.5% | $4,310-75.6% | $2,471-57.5% |
| Participant deferral / active EE | $1,726 | $2,780-37.9% | $7,107-75.7% | $3,740-53.8% |
| Admin fee / account holder | $2,596 | $4,426-41.4% | $5,158-49.7% | $5,306-51.1% |