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 | $56,284 | $72,492-22.4% | $87,100-35.4% | $72,985-22.9% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.9%+8.1pp | 69.5%+15.5pp |
| Annual return | 19.91% | 24.46%-4.5pp | 28.19%-8.3pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,840 | $1,894-2.8% | $2,521-27.0% | $2,440-24.6% |
| Participant deferral / active EE | $2,846 | $3,270-13.0% | $4,049-29.7% | $3,607-21.1% |
| Admin fee / account holder | $4,749 | $5,055-6.0% | $7,497-36.6% | $5,124-7.3% |