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 | $64,673 | $148,978-56.6% | $200,582-67.8% | $84,808-23.7% |
| Participation rate | 79.4% | 84.2%-4.9pp | 86.9%-7.5pp | 68.3%+11.1pp |
| Annual return | 29.41% | 28.16%+1.2pp | 42.33%-12.9pp | 40.90%-11.5pp |
| Employer contribution / active EE | $2,307 | $4,815-52.1% | $6,419-64.1% | $2,631-12.3% |
| Participant deferral / active EE | $4,312 | $7,142-39.6% | $9,331-53.8% | $4,212+2.4% |
| Admin fee / account holder | $1,723 | $13,977-87.7% | $16,305-89.4% | $7,344-76.5% |