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 | $65,102 | $95,803-32.0% | $113,168-42.5% | $84,808-23.2% |
| Participation rate | 86.4% | 72.9%+13.5pp | 76.6%+9.8pp | 68.3%+18.1pp |
| Annual return | 14.84% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,130 | $2,360-9.7% | $2,975-28.4% | $2,631-19.0% |
| Participant deferral / active EE | $2,278 | $4,242-46.3% | $5,107-55.4% | $4,212-45.9% |
| Admin fee / account holder | $3,468 | $8,989-61.4% | $12,068-71.3% | $7,344-52.8% |