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 | $63,033 | $109,413-42.4% | $156,263-59.7% | $84,808-25.7% |
| Participation rate | 75.5% | 72.7%+2.8pp | 78.9%-3.4pp | 68.3%+7.2pp |
| Annual return | 14.91% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,326 | $2,907+14.4% | $4,333-23.2% | $2,631+26.4% |
| Participant deferral / active EE | $2,654 | $4,590-42.2% | $6,158-56.9% | $4,212-37.0% |
| Admin fee / account holder | $7,417 | $9,357-20.7% | $14,255-48.0% | $7,344+1.0% |