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 | $66,687 | $81,460-18.1% | $103,333-35.5% | $80,856-17.5% |
| Participation rate | 73.3% | 66.8%+6.5pp | 74.5%-1.2pp | 67.6%+5.7pp |
| Annual return | 11.92% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,333 | $3,105-24.9% | $3,868-39.7% | $2,755-15.3% |
| Participant deferral / active EE | $4,014 | $3,869+3.7% | $5,057-20.6% | $4,296-6.6% |
| Admin fee / account holder | $3,053 | $6,566-53.5% | $8,355-63.5% | $6,918-55.9% |