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 | $56,742 | $148,978-61.9% | $200,582-71.7% | $84,808-33.1% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 14.35% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,979 | $4,815-58.9% | $6,419-69.2% | $2,631-24.8% |
| Participant deferral / active EE | $6,052 | $7,142-15.3% | $9,331-35.1% | $4,212+43.7% |
| Admin fee / account holder | $11,525 | $13,977-17.5% | $16,305-29.3% | $7,344+56.9% |