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 | $58,283 | $77,503-24.8% | $100,391-41.9% | $80,856-27.9% |
| Participation rate | 86.0% | 76.9%+9.0pp | 81.5%+4.5pp | 67.6%+18.3pp |
| Annual return | 18.88% | 37.20%-18.3pp | 49.20%-30.3pp | 35.59%-16.7pp |
| Employer contribution / active EE | $3,120 | $2,801+11.4% | $3,942-20.8% | $2,755+13.3% |
| Participant deferral / active EE | $6,567 | $6,820-3.7% | $8,082-18.7% | $4,296+52.9% |
| Admin fee / account holder | $2,154 | $5,897-63.5% | $7,899-72.7% | $6,918-68.9% |