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 | $68,950 | $181,894-62.1% | $156,549-56.0% | $273,961-74.8% |
| Participation rate | 72.2% | 88.4%-16.2pp | 84.0%-11.8pp | 83.0%-10.8pp |
| Annual return | 7.65% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,855 | $6,248-70.3% | $5,501-66.3% | $4,869-61.9% |
| Participant deferral / active EE | $3,560 | $5,550-35.9% | $4,871-26.9% | $5,287-32.7% |
| Admin fee / account holder | $25,360 | $15,559+63.0% | $13,027+94.7% | $10,132+150.3% |