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 | $78,298 | $138,347-43.4% | $184,203-57.5% | $80,856-3.2% |
| Participation rate | 72.2% | 83.9%-11.6pp | 86.8%-14.6pp | 67.6%+4.6pp |
| Annual return | 21.36% | 20.02%+1.3pp | 28.81%-7.5pp | 35.59%-14.2pp |
| Employer contribution / active EE | $1,919 | $4,850-60.4% | $6,427-70.1% | $2,755-30.3% |
| Participant deferral / active EE | $3,822 | $7,071-45.9% | $9,131-58.1% | $4,296-11.0% |
| Admin fee / account holder | $3,284 | $10,483-68.7% | $13,901-76.4% | $6,918-52.5% |