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 | $60,161 | $101,724-40.9% | $164,813-63.5% | $80,856-25.6% |
| Participation rate | 70.0% | 71.8%-1.8pp | 78.6%-8.6pp | 67.6%+2.4pp |
| Annual return | 11.37% | 16.72%-5.3pp | 69.93%-58.6pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,119 | $2,953-62.1% | $4,341-74.2% | $2,755-59.4% |
| Participant deferral / active EE | $2,642 | $4,477-41.0% | $6,031-56.2% | $4,296-38.5% |
| Admin fee / account holder | $4,208 | $8,227-48.9% | $12,690-66.8% | $6,918-39.2% |