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 | $61,088 | $76,552-20.2% | $123,892-50.7% | $62,891-2.9% |
| Participation rate | 70.7% | 73.0%-2.3pp | 81.4%-10.7pp | 69.3%+1.4pp |
| Annual return | 7.86% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $3,354 | $2,883+16.3% | $4,617-27.4% | $2,281+47.0% |
| Participant deferral / active EE | $3,049 | $4,840-37.0% | $5,984-49.1% | $3,203-4.8% |
| Admin fee / account holder | $4,770 | $4,826-1.2% | $8,357-42.9% | $4,296+11.0% |