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 | $56,633 | $109,881-48.5% | $150,045-62.3% | $84,808-33.2% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 16.18% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,057 | $3,561-42.2% | $4,693-56.2% | $2,631-21.8% |
| Participant deferral / active EE | $4,588 | $6,636-30.9% | $7,997-42.6% | $4,212+8.9% |
| Admin fee / account holder | $5,622 | $8,568-34.4% | $13,435-58.2% | $7,344-23.4% |