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 | $58,919 | $138,347-57.4% | $184,203-68.0% | $80,856-27.1% |
| Participation rate | 90.5% | 83.9%+6.6pp | 86.8%+3.7pp | 67.6%+22.8pp |
| Annual return | 29.64% | 20.02%+9.6pp | 28.81%+0.8pp | 35.59%-6.0pp |
| Employer contribution / active EE | $1,985 | $4,850-59.1% | $6,427-69.1% | $2,755-28.0% |
| Participant deferral / active EE | $3,592 | $7,071-49.2% | $9,131-60.7% | $4,296-16.4% |
| Admin fee / account holder | $2,365 | $10,483-77.4% | $13,901-83.0% | $6,918-65.8% |