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 | $56,762 | $118,450-52.1% | $98,439-42.3% | $139,434-59.3% |
| Participation rate | 73.9% | 77.4%-3.5pp | 75.2%-1.2pp | 80.3%-6.4pp |
| Annual return | 20.39% | 18.94%+1.5pp | 21.16%-0.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,831 | $3,609-49.3% | $3,048-39.9% | $4,751-61.4% |
| Participant deferral / active EE | $3,814 | $5,392-29.3% | $4,738-19.5% | $6,710-43.2% |
| Admin fee / account holder | $1,715 | $14,026-87.8% | $8,948-80.8% | $11,403-85.0% |