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 | $54,592 | $87,013-37.3% | $106,213-48.6% | $80,856-32.5% |
| Participation rate | 74.2% | 70.4%+3.8pp | 75.3%-1.1pp | 67.6%+6.6pp |
| Annual return | 12.67% | 17.05%-4.4pp | 116.14%-103.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,173 | $2,395-9.3% | $3,171-31.5% | $2,755-21.1% |
| Participant deferral / active EE | $3,918 | $3,986-1.7% | $5,016-21.9% | $4,296-8.8% |
| Admin fee / account holder | $4,440 | $8,431-47.3% | $11,033-59.8% | $6,918-35.8% |