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 | $72,645 | $123,793-41.3% | $177,821-59.1% | $79,858-9.0% |
| Participation rate | 87.9% | 84.7%+3.2pp | 87.7%+0.2pp | 69.6%+18.2pp |
| Annual return | 12.92% | 22.82%-9.9pp | 48.32%-35.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,541 | $4,095-62.4% | $5,918-74.0% | $2,471-37.6% |
| Participant deferral / active EE | $2,903 | $5,956-51.3% | $7,714-62.4% | $3,740-22.4% |
| Admin fee / account holder | $1,450 | $7,243-80.0% | $12,427-88.3% | $5,306-72.7% |