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 | $65,053 | $80,968-19.7% | $96,544-32.6% | $75,163-13.5% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 18.25% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,119 | $2,282-7.1% | $2,965-28.5% | $2,670-20.6% |
| Participant deferral / active EE | $4,307 | $3,928+9.7% | $4,851-11.2% | $4,125+4.4% |
| Admin fee / account holder | $1,613 | $6,724-76.0% | $8,252-80.5% | $5,651-71.5% |