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 | $63,723 | $90,503-29.6% | $78,689-19.0% | $273,961-76.7% |
| Participation rate | 90.5% | 76.5%+14.0pp | 73.6%+16.9pp | 83.0%+7.5pp |
| Annual return | 5.35% | 75.60%-70.3pp | 62.18%-56.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,571 | $3,176-19.0% | $2,851-9.8% | $4,869-47.2% |
| Participant deferral / active EE | $2,341 | $3,901-40.0% | $3,517-33.4% | $5,287-55.7% |
| Admin fee / account holder | $3,046 | $5,263-42.1% | $4,510-32.5% | $10,132-69.9% |