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 | $62,257 | $228,332-72.7% | $185,823-66.5% | $158,922-60.8% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 6.96% | 40.80%-33.8pp | 35.95%-29.0pp | 302.83%-295.9pp |
| Employer contribution / active EE | $2,557 | $4,967-48.5% | $4,087-37.4% | $4,761-46.3% |
| Participant deferral / active EE | $5,695 | $6,415-11.2% | $5,632+1.1% | $5,982-4.8% |
| Admin fee / account holder | $5,251 | $11,864-55.7% | $9,500-44.7% | $11,246-53.3% |