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 | $68,604 | $80,717-15.0% | $154,803-55.7% | $84,808-19.1% |
| Participation rate | 76.8% | 66.8%+10.0pp | 78.1%-1.2pp | 68.3%+8.5pp |
| Annual return | 13.22% | 37.96%-24.7pp | 58.88%-45.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,324 | $2,761-15.8% | $4,305-46.0% | $2,631-11.7% |
| Participant deferral / active EE | $4,402 | $3,303+33.3% | $5,540-20.6% | $4,212+4.5% |
| Admin fee / account holder | $6,790 | $6,746+0.7% | $14,329-52.6% | $7,344-7.5% |