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 | $64,683 | $109,881-41.1% | $150,045-56.9% | $84,808-23.7% |
| Participation rate | 73.4% | 76.1%-2.6pp | 82.3%-8.9pp | 68.3%+5.1pp |
| Annual return | 16.72% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,186 | $3,561-38.6% | $4,693-53.4% | $2,631-16.9% |
| Participant deferral / active EE | $4,279 | $6,636-35.5% | $7,997-46.5% | $4,212+1.6% |
| Admin fee / account holder | $1,805 | $8,568-78.9% | $13,435-86.6% | $7,344-75.4% |