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 | $67,158 | $83,477-19.5% | $125,175-46.3% | $72,985-8.0% |
| Participation rate | 98.4% | 73.3%+25.0pp | 79.8%+18.6pp | 69.5%+28.9pp |
| Annual return | 21.10% | 25.78%-4.7pp | 43.79%-22.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,601 | $2,345-31.7% | $3,865-58.6% | $2,440-34.4% |
| Participant deferral / active EE | $4,859 | $3,585+35.5% | $4,937-1.6% | $3,607+34.7% |
| Admin fee / account holder | $3,038 | $5,517-44.9% | $9,702-68.7% | $5,124-40.7% |