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 | $57,792 | $72,277-20.0% | $101,248-42.9% | $79,858-27.6% |
| Participation rate | 71.2% | 68.5%+2.7pp | 75.8%-4.7pp | 69.6%+1.5pp |
| Annual return | 13.83% | 22.30%-8.5pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,876 | $2,692-30.3% | $3,660-48.7% | $2,471-24.1% |
| Participant deferral / active EE | $3,234 | $3,282-1.4% | $4,370-26.0% | $3,740-13.5% |
| Admin fee / account holder | $1,215 | $4,400-72.4% | $5,945-79.6% | $5,306-77.1% |