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 | $60,506 | $87,135-30.6% | $206,214-70.7% | $116,875-48.2% |
| Participation rate | 73.2% | 76.8%-3.6pp | 82.4%-9.1pp | 74.5%-1.3pp |
| Annual return | 16.56% | 22.51%-6.0pp | -1.60%+18.2pp | 16.29%+0.3pp |
| Employer contribution / active EE | $2,002 | $3,046-34.3% | $5,967-66.4% | $3,288-39.1% |
| Participant deferral / active EE | $4,414 | $3,898+13.2% | $4,649-5.1% | $3,885+13.6% |
| Admin fee / account holder | $7,044 | $8,630-18.4% | $13,671-48.5% | $12,263-42.6% |