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 | $58,425 | $79,944-26.9% | $98,439-40.6% | $75,163-22.3% |
| Participation rate | 73.7% | 70.4%+3.3pp | 75.2%-1.5pp | 67.2%+6.5pp |
| Annual return | 18.93% | 19.75%-0.8pp | 21.16%-2.2pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,691 | $2,264-25.3% | $3,048-44.5% | $2,670-36.6% |
| Participant deferral / active EE | $3,934 | $3,752+4.9% | $4,738-17.0% | $4,125-4.6% |
| Admin fee / account holder | $2,153 | $6,840-68.5% | $8,948-75.9% | $5,651-61.9% |