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 | $65,897 | $80,673-18.3% | $101,326-35.0% | $84,808-22.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 14.99% | 38.95%-24.0pp | 36.82%-21.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,160 | $2,698-57.0% | $3,665-68.4% | $2,631-55.9% |
| Participant deferral / active EE | $3,160 | $6,840-53.8% | $7,994-60.5% | $4,212-25.0% |
| Admin fee / account holder | $6,457 | $12,784-49.5% | $11,185-42.3% | $7,344-12.1% |