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 | $64,536 | $89,698-28.1% | $103,476-37.6% | $80,856-20.2% |
| Participation rate | 95.1% | 76.0%+19.1pp | 80.5%+14.6pp | 67.6%+27.4pp |
| Annual return | 26.30% | 22.78%+3.5pp | 23.90%+2.4pp | 35.59%-9.3pp |
| Employer contribution / active EE | $4,097 | $4,018+2.0% | $4,672-12.3% | $2,755+48.7% |
| Participant deferral / active EE | $5,294 | $5,456-3.0% | $6,623-20.1% | $4,296+23.2% |
| Admin fee / account holder | $4,433 | $6,768-34.5% | $9,413-52.9% | $6,918-35.9% |