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 | $59,591 | $82,032-27.4% | $123,104-51.6% | $59,632-0.1% |
| Participation rate | 83.5% | 83.2%+0.3pp | 86.8%-3.2pp | 68.7%+14.9pp |
| Annual return | 2.20% | 5.12%-2.9pp | 13.22%-11.0pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $3,098 | $3,297-6.0% | $5,151-39.9% | $2,203+40.7% |
| Participant deferral / active EE | $4,286 | $4,667-8.1% | $6,230-31.2% | $3,192+34.3% |
| Admin fee / account holder | $3,678 | $5,881-37.4% | $9,015-59.2% | $4,297-14.4% |