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 | $58,632 | $148,978-60.6% | $200,582-70.8% | $84,808-30.9% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 13.31% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,476 | $4,815-27.8% | $6,419-45.8% | $2,631+32.1% |
| Participant deferral / active EE | $4,705 | $7,142-34.1% | $9,331-49.6% | $4,212+11.7% |
| Admin fee / account holder | $20,535 | $13,977+46.9% | $16,305+25.9% | $7,344+179.6% |