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 | $61,369 | $72,012-14.8% | $185,823-67.0% | $79,858-23.2% |
| Participation rate | 73.3% | 65.8%+7.6pp | 78.0%-4.7pp | 69.6%+3.7pp |
| Annual return | 20.04% | 23.12%-3.1pp | 35.95%-15.9pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,076 | $1,965-45.3% | $4,087-73.7% | $2,471-56.5% |
| Participant deferral / active EE | $3,090 | $3,779-18.2% | $5,632-45.1% | $3,740-17.4% |
| Admin fee / account holder | $3,784 | $4,513-16.1% | $9,500-60.2% | $5,306-28.7% |