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 | $61,951 | $74,927-17.3% | $101,794-39.1% | $84,808-27.0% |
| Participation rate | 97.4% | 61.4%+36.0pp | 69.2%+28.2pp | 68.3%+29.1pp |
| Annual return | 17.32% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,141 | $1,522-25.0% | $2,289-50.2% | $2,631-56.6% |
| Participant deferral / active EE | $3,121 | $3,099+0.7% | $4,084-23.6% | $4,212-25.9% |
| Admin fee / account holder | $1,938 | $6,514-70.2% | $8,777-77.9% | $7,344-73.6% |