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 | $59,741 | $81,460-26.7% | $103,333-42.2% | $80,856-26.1% |
| Participation rate | 82.8% | 66.8%+15.9pp | 74.5%+8.2pp | 67.6%+15.1pp |
| Annual return | 15.11% | 25.55%-10.4pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,086 | $3,105-65.0% | $3,868-71.9% | $2,755-60.6% |
| Participant deferral / active EE | $3,643 | $3,869-5.8% | $5,057-28.0% | $4,296-15.2% |
| Admin fee / account holder | $7,570 | $6,566+15.3% | $8,355-9.4% | $6,918+9.4% |