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 | $60,411 | $61,660-2.0% | $80,019-24.5% | $64,186-5.9% |
| Participation rate | 72.4% | 71.7%+0.7pp | 75.8%-3.4pp | 69.6%+2.8pp |
| Annual return | 3.11% | -0.33%+3.4pp | 11.22%-8.1pp | 7.63%-4.5pp |
| Employer contribution / active EE | $1,785 | $1,810-1.4% | $2,468-27.7% | $2,381-25.0% |
| Participant deferral / active EE | $3,471 | $2,968+17.0% | $3,686-5.8% | $3,4700% |
| Admin fee / account holder | $4,172 | $5,417-23.0% | $6,521-36.0% | $4,888-14.6% |