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 | $59,964 | $77,813-22.9% | $123,544-51.5% | $64,186-6.6% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | 20.67% | 12.48%+8.2pp | 119.20%-98.5pp | 7.63%+13.0pp |
| Employer contribution / active EE | $1,756 | $3,014-41.8% | $4,628-62.1% | $2,381-26.3% |
| Participant deferral / active EE | $4,891 | $5,240-6.7% | $6,426-23.9% | $3,470+41.0% |
| Admin fee / account holder | $786 | $5,519-85.8% | $9,284-91.5% | $4,888-83.9% |