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 | $57,785 | $65,685-12.0% | $57,179+1.1% | $273,961-78.9% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 8.11% | 21.99%-13.9pp | 14.59%-6.5pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,925 | $3,279-10.8% | $2,682+9.1% | $4,869-39.9% |
| Participant deferral / active EE | $4,346 | $3,782+14.9% | $3,096+40.4% | $5,287-17.8% |
| Admin fee / account holder | $9,392 | $4,835+94.3% | $3,139+199.2% | $10,132-7.3% |