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 | $71,560 | $94,625-24.4% | $116,228-38.4% | $84,808-15.6% |
| Participation rate | 85.2% | 70.4%+14.7pp | 74.6%+10.6pp | 68.3%+16.9pp |
| Annual return | 19.29% | 20.40%-1.1pp | 90.06%-70.8pp | 40.90%-21.6pp |
| Employer contribution / active EE | $949 | $2,347-59.5% | $2,994-68.3% | $2,631-63.9% |
| Participant deferral / active EE | $4,414 | $3,972+11.1% | $4,953-10.9% | $4,212+4.8% |
| Admin fee / account holder | $3,642 | $10,091-63.9% | $11,989-69.6% | $7,344-50.4% |