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 | $57,067 | $109,881-48.1% | $150,045-62.0% | $84,808-32.7% |
| Participation rate | 78.8% | 76.1%+2.7pp | 82.3%-3.5pp | 68.3%+10.5pp |
| Annual return | 20.08% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,939 | $3,561-17.5% | $4,693-37.4% | $2,631+11.7% |
| Participant deferral / active EE | $6,823 | $6,636+2.8% | $7,997-14.7% | $4,212+62.0% |
| Admin fee / account holder | $3,812 | $8,568-55.5% | $13,435-71.6% | $7,344-48.1% |