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 | $57,942 | $76,367-24.1% | $93,606-38.1% | $72,985-20.6% |
| Participation rate | 73.5% | 71.7%+1.8pp | 75.8%-2.3pp | 69.5%+4.0pp |
| Annual return | 22.20% | 25.82%-3.6pp | 32.76%-10.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $2,041 | $2,275-10.3% | $2,718-24.9% | $2,440-16.4% |
| Participant deferral / active EE | $4,835 | $3,538+36.7% | $4,069+18.8% | $3,607+34.0% |
| Admin fee / account holder | $15,657 | $6,838+129.0% | $7,888+98.5% | $5,124+205.5% |