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 | $67,507 | $148,978-54.7% | $200,582-66.3% | $84,808-20.4% |
| Participation rate | 70.0% | 84.2%-14.2pp | 86.9%-16.9pp | 68.3%+1.7pp |
| Annual return | 20.15% | 28.16%-8.0pp | 42.33%-22.2pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,969 | $4,815-38.3% | $6,419-53.7% | $2,631+12.9% |
| Participant deferral / active EE | $5,472 | $7,142-23.4% | $9,331-41.4% | $4,212+29.9% |
| Admin fee / account holder | $595 | $13,977-95.7% | $16,305-96.4% | $7,344-91.9% |