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 | $57,748 | $100,326-42.4% | $180,183-68.0% | $84,808-31.9% |
| Participation rate | 82.4% | 71.0%+11.3pp | 77.4%+4.9pp | 68.3%+14.0pp |
| Annual return | 14.22% | 17.86%-3.6pp | 27.86%-13.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,475 | $3,269-54.9% | $5,039-70.7% | $2,631-43.9% |
| Participant deferral / active EE | $2,627 | $5,066-48.1% | $6,822-61.5% | $4,212-37.6% |
| Admin fee / account holder | $2,508 | $9,674-74.1% | $19,975-87.4% | $7,344-65.9% |