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 | $56,642 | $79,944-29.1% | $98,439-42.5% | $75,163-24.6% |
| Participation rate | 72.4% | 70.4%+2.0pp | 75.2%-2.7pp | 67.2%+5.2pp |
| Annual return | 13.20% | 19.75%-6.5pp | 21.16%-8.0pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,609 | $2,264-28.9% | $3,048-47.2% | $2,670-39.7% |
| Participant deferral / active EE | $2,532 | $3,752-32.5% | $4,738-46.6% | $4,125-38.6% |
| Admin fee / account holder | $8,633 | $6,840+26.2% | $8,948-3.5% | $5,651+52.8% |