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 | $60,260 | $89,355-32.6% | $141,162-57.3% | $72,985-17.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 21.55% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,398 | $3,114+9.1% | $4,735-28.2% | $2,440+39.3% |
| Participant deferral / active EE | $6,754 | $5,418+24.7% | $6,709+0.7% | $3,607+87.2% |
| Admin fee / account holder | $1,778 | $5,958-70.2% | $10,261-82.7% | $5,124-65.3% |