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 | $73,593 | $148,978-50.6% | $200,582-63.3% | $84,808-13.2% |
| Participation rate | 97.8% | 84.2%+13.5pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 15.98% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,778 | $4,815-63.1% | $6,419-72.3% | $2,631-32.4% |
| Participant deferral / active EE | $3,681 | $7,142-48.5% | $9,331-60.6% | $4,212-12.6% |
| Admin fee / account holder | $2,072 | $13,977-85.2% | $16,305-87.3% | $7,344-71.8% |