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 | $58,109 | $94,625-38.6% | $116,228-50.0% | $84,808-31.5% |
| Participation rate | 73.0% | 70.4%+2.6pp | 74.6%-1.5pp | 68.3%+4.7pp |
| Annual return | 20.20% | 20.40%-0.2pp | 90.06%-69.9pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,239 | $2,347-4.6% | $2,994-25.2% | $2,631-14.9% |
| Participant deferral / active EE | $3,885 | $3,972-2.2% | $4,953-21.6% | $4,212-7.8% |
| Admin fee / account holder | $24,949 | $10,091+147.2% | $11,989+108.1% | $7,344+239.7% |