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 | $68,931 | $95,803-28.0% | $113,168-39.1% | $84,808-18.7% |
| Participation rate | 72.0% | 72.9%-0.9pp | 76.6%-4.6pp | 68.3%+3.7pp |
| Annual return | 14.11% | 25.00%-10.9pp | 24.27%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,563 | $2,360-33.8% | $2,975-47.5% | $2,631-40.6% |
| Participant deferral / active EE | $2,814 | $4,242-33.7% | $5,107-44.9% | $4,212-33.2% |
| Admin fee / account holder | $3,349 | $8,989-62.7% | $12,068-72.2% | $7,344-54.4% |