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 | $64,587 | $148,978-56.6% | $200,582-67.8% | $84,808-23.8% |
| Participation rate | 70.4% | 84.2%-13.9pp | 86.9%-16.5pp | 68.3%+2.1pp |
| Annual return | 17.31% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,555 | $4,815-26.2% | $6,419-44.6% | $2,631+35.1% |
| Participant deferral / active EE | $3,397 | $7,142-52.4% | $9,331-63.6% | $4,212-19.3% |
| Admin fee / account holder | $738 | $13,977-94.7% | $16,305-95.5% | $7,344-90.0% |