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 | $65,979 | $101,724-35.1% | $164,813-60.0% | $80,856-18.4% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.6%+20.4pp |
| Annual return | 23.53% | 16.72%+6.8pp | 69.93%-46.4pp | 35.59%-12.1pp |
| Employer contribution / active EE | $1,724 | $2,953-41.6% | $4,341-60.3% | $2,755-37.4% |
| Participant deferral / active EE | $3,485 | $4,477-22.2% | $6,031-42.2% | $4,296-18.9% |
| Admin fee / account holder | $3,181 | $8,227-61.3% | $12,690-74.9% | $6,918-54.0% |