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 | $56,325 | $87,013-35.3% | $106,213-47.0% | $80,856-30.3% |
| Participation rate | 96.2% | 70.4%+25.7pp | 75.3%+20.9pp | 67.6%+28.5pp |
| Annual return | 13.63% | 17.05%-3.4pp | 116.14%-102.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,332 | $2,395-2.6% | $3,171-26.5% | $2,755-15.4% |
| Participant deferral / active EE | $2,726 | $3,986-31.6% | $5,016-45.7% | $4,296-36.5% |
| Admin fee / account holder | $4,862 | $8,431-42.3% | $11,033-55.9% | $6,918-29.7% |