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 | $62,117 | $72,492-14.3% | $87,100-28.7% | $72,985-14.9% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 21.34% | 24.46%-3.1pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,567 | $1,894-17.3% | $2,521-37.8% | $2,440-35.8% |
| Participant deferral / active EE | $3,796 | $3,270+16.1% | $4,049-6.2% | $3,607+5.2% |
| Admin fee / account holder | $17,852 | $5,055+253.2% | $7,497+138.1% | $5,124+248.4% |