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 | $60,031 | $65,041-7.7% | $90,951-34.0% | $79,858-24.8% |
| Participation rate | 81.4% | 61.6%+19.8pp | 69.0%+12.4pp | 69.6%+11.8pp |
| Annual return | 11.82% | 30.45%-18.6pp | 134.60%-122.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,645 | $1,247+31.9% | $2,122-22.5% | $2,471-33.4% |
| Participant deferral / active EE | $3,021 | $2,512+20.3% | $3,373-10.4% | $3,740-19.2% |
| Admin fee / account holder | $8,855 | $4,536+95.2% | $5,959+48.6% | $5,306+66.9% |