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 | $59,071 | $60,892-3.0% | $82,389-28.3% | $84,808-30.3% |
| Participation rate | 75.9% | 63.3%+12.6pp | 69.5%+6.3pp | 68.3%+7.6pp |
| Annual return | 15.88% | 37.29%-21.4pp | 28.67%-12.8pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,988 | $1,779+11.8% | $2,517-21.0% | $2,631-24.4% |
| Participant deferral / active EE | $3,190 | $3,179+0.4% | $4,155-23.2% | $4,212-24.3% |
| Admin fee / account holder | $2,695 | $5,467-50.7% | $7,231-62.7% | $7,344-63.3% |