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 | $63,067 | $118,450-46.8% | $98,439-35.9% | $139,434-54.8% |
| Participation rate | 94.4% | 77.4%+17.0pp | 75.2%+19.3pp | 80.3%+14.1pp |
| Annual return | 12.18% | 18.94%-6.8pp | 21.16%-9.0pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,186 | $3,609-67.1% | $3,048-61.1% | $4,751-75.0% |
| Participant deferral / active EE | $3,285 | $5,392-39.1% | $4,738-30.7% | $6,710-51.0% |
| Admin fee / account holder | $6,716 | $14,026-52.1% | $8,948-24.9% | $11,403-41.1% |