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 | $59,195 | $89,753-34.0% | $107,525-44.9% | $84,808-30.2% |
| Participation rate | 77.3% | 68.1%+9.2pp | 75.1%+2.2pp | 68.3%+9.0pp |
| Annual return | 18.63% | 29.48%-10.8pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,379 | $3,113-55.7% | $3,754-63.3% | $2,631-47.6% |
| Participant deferral / active EE | $3,024 | $4,056-25.4% | $5,116-40.9% | $4,212-28.2% |
| Admin fee / account holder | $1,418 | $7,222-80.4% | $8,919-84.1% | $7,344-80.7% |