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 | $61,084 | $148,978-59.0% | $200,582-69.5% | $84,808-28.0% |
| Participation rate | 95.2% | 84.2%+11.0pp | 86.9%+8.4pp | 68.3%+26.9pp |
| Annual return | 15.67% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,545 | $4,815-5.6% | $6,419-29.2% | $2,631+72.8% |
| Participant deferral / active EE | $3,773 | $7,142-47.2% | $9,331-59.6% | $4,212-10.4% |
| Admin fee / account holder | $13,042 | $13,977-6.7% | $16,305-20.0% | $7,344+77.6% |