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 | $68,881 | $148,978-53.8% | $200,582-65.7% | $84,808-18.8% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 14.60% | 28.16%-13.6pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,216 | $4,815-12.4% | $6,419-34.3% | $2,631+60.2% |
| Participant deferral / active EE | $5,614 | $7,142-21.4% | $9,331-39.8% | $4,212+33.3% |
| Admin fee / account holder | $5,249 | $13,977-62.4% | $16,305-67.8% | $7,344-28.5% |