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 | $55,554 | $101,724-45.4% | $164,813-66.3% | $80,856-31.3% |
| Participation rate | 76.8% | 71.8%+5.0pp | 78.6%-1.8pp | 67.6%+9.1pp |
| Annual return | 14.65% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,708 | $2,953-8.3% | $4,341-37.6% | $2,755-1.7% |
| Participant deferral / active EE | $4,341 | $4,477-3.0% | $6,031-28.0% | $4,296+1.1% |
| Admin fee / account holder | $11,889 | $8,227+44.5% | $12,690-6.3% | $6,918+71.9% |