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 | $65,296 | $104,251-37.4% | $91,001-28.2% | $147,584-55.8% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 14.02% | 27.06%-13.0pp | 4.60%+9.4pp | 578.55%-564.5pp |
| Employer contribution / active EE | $960 | $3,116-69.2% | $2,456-60.9% | $4,876-80.3% |
| Participant deferral / active EE | $1,920 | $4,195-54.2% | $3,547-45.9% | $5,439-64.7% |
| Admin fee / account holder | $3,482 | $8,948-61.1% | $5,417-35.7% | $10,885-68.0% |