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 | $67,461 | $87,870-23.2% | $113,168-40.4% | $74,304-9.2% |
| Participation rate | 86.2% | 70.7%+15.5pp | 76.6%+9.7pp | 60.3%+25.9pp |
| Annual return | 19.33% | 26.44%-7.1pp | 24.27%-4.9pp | 29.43%-10.1pp |
| Employer contribution / active EE | $925 | $2,277-59.4% | $2,975-68.9% | $2,241-58.7% |
| Participant deferral / active EE | $4,054 | $4,241-4.4% | $5,107-20.6% | $3,767+7.6% |
| Admin fee / account holder | $5,561 | $3,368+65.1% | $12,068-53.9% | $2,969+87.3% |