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 | $75,027 | $163,101-54.0% | $136,749-45.1% | $142,382-47.3% |
| Participation rate | 90.0% | 78.2%+11.8pp | 72.1%+17.9pp | 80.1%+9.9pp |
| Annual return | 11.51% | 27.54%-16.0pp | 24.33%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,929 | $4,117-28.9% | $3,400-13.8% | $4,299-31.9% |
| Participant deferral / active EE | $4,160 | $5,585-25.5% | $4,692-11.3% | $6,507-36.1% |
| Admin fee / account holder | $3,655 | $14,318-74.5% | $11,386-67.9% | $12,624-71.0% |