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 | $62,917 | $148,978-57.8% | $200,582-68.6% | $84,808-25.8% |
| Participation rate | 77.0% | 84.2%-7.2pp | 86.9%-9.9pp | 68.3%+8.7pp |
| Annual return | 18.77% | 28.16%-9.4pp | 42.33%-23.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,653 | $4,815-65.7% | $6,419-74.2% | $2,631-37.2% |
| Participant deferral / active EE | $4,021 | $7,142-43.7% | $9,331-56.9% | $4,212-4.5% |
| Admin fee / account holder | $4,654 | $13,977-66.7% | $16,305-71.5% | $7,344-36.6% |