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 | $55,685 | $78,422-29.0% | $95,952-42.0% | $79,858-30.3% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 11.91% | 19.37%-7.5pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,384 | $1,945+22.5% | $2,541-6.2% | $2,471-3.5% |
| Participant deferral / active EE | $3,548 | $3,440+3.1% | $4,167-14.9% | $3,740-5.1% |
| Admin fee / account holder | $761 | $5,622-86.5% | $6,795-88.8% | $5,306-85.7% |