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 | $62,466 | $77,503-19.4% | $100,391-37.8% | $80,856-22.7% |
| Participation rate | 82.8% | 76.9%+5.8pp | 81.5%+1.3pp | 67.6%+15.1pp |
| Annual return | 16.10% | 37.20%-21.1pp | 49.20%-33.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,116 | $2,801+11.2% | $3,942-21.0% | $2,755+13.1% |
| Participant deferral / active EE | $6,488 | $6,820-4.9% | $8,082-19.7% | $4,296+51.0% |
| Admin fee / account holder | $1,018 | $5,897-82.7% | $7,899-87.1% | $6,918-85.3% |