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 | $67,407 | $109,881-38.7% | $150,045-55.1% | $84,808-20.5% |
| Participation rate | 98.9% | 76.1%+22.8pp | 82.3%+16.6pp | 68.3%+30.6pp |
| Annual return | 20.76% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,324 | $3,561-62.8% | $4,693-71.8% | $2,631-49.7% |
| Participant deferral / active EE | $3,629 | $6,636-45.3% | $7,997-54.6% | $4,212-13.8% |
| Admin fee / account holder | $5,568 | $8,568-35.0% | $13,435-58.6% | $7,344-24.2% |