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 | $70,432 | $138,347-49.1% | $184,203-61.8% | $80,856-12.9% |
| Participation rate | 97.9% | 83.9%+14.0pp | 86.8%+11.1pp | 67.6%+30.3pp |
| Annual return | 13.23% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,116 | $4,850-35.8% | $6,427-51.5% | $2,755+13.1% |
| Participant deferral / active EE | $4,595 | $7,071-35.0% | $9,131-49.7% | $4,296+7.0% |
| Admin fee / account holder | $2,629 | $10,483-74.9% | $13,901-81.1% | $6,918-62.0% |