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 | $58,020 | $81,248-28.6% | $155,509-62.7% | $80,856-28.2% |
| Participation rate | 78.2% | 66.2%+12.0pp | 78.2%0pp | 67.6%+10.5pp |
| Annual return | 12.64% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,053 | $3,100-66.0% | $4,672-77.5% | $2,755-61.8% |
| Participant deferral / active EE | $2,738 | $3,452-20.7% | $5,626-51.3% | $4,296-36.3% |
| Admin fee / account holder | $7,374 | $7,997-7.8% | $15,912-53.7% | $6,918+6.6% |