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 | $62,604 | $80,717-22.4% | $154,803-59.6% | $84,808-26.2% |
| Participation rate | 94.6% | 66.8%+27.8pp | 78.1%+16.5pp | 68.3%+26.3pp |
| Annual return | 17.75% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,758 | $2,761-36.4% | $4,305-59.2% | $2,631-33.2% |
| Participant deferral / active EE | $4,452 | $3,303+34.8% | $5,540-19.6% | $4,212+5.7% |
| Admin fee / account holder | $11,618 | $6,746+72.2% | $14,329-18.9% | $7,344+58.2% |