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 | $64,055 | $176,812-63.8% | $146,665-56.3% | $167,490-61.8% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 13.50% | 24.03%-10.5pp | 22.74%-9.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,455 | $5,160-52.4% | $4,136-40.6% | $4,837-49.2% |
| Participant deferral / active EE | $3,728 | $6,440-42.1% | $5,506-32.3% | $6,341-41.2% |
| Admin fee / account holder | $4,366 | $13,259-67.1% | $10,280-57.5% | $12,309-64.5% |