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 | $59,283 | $49,915+18.8% | $154,803-61.7% | $74,304-20.2% |
| Participation rate | 84.1% | 54.0%+30.2pp | 78.1%+6.1pp | 60.3%+23.8pp |
| Annual return | 13.74% | 34.06%-20.3pp | 58.88%-45.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $3,492 | $1,611+116.7% | $4,305-18.9% | $2,241+55.8% |
| Participant deferral / active EE | $4,525 | $2,255+100.7% | $5,540-18.3% | $3,767+20.1% |
| Admin fee / account holder | $1,433 | $2,189-34.5% | $14,329-90.0% | $2,969-51.7% |