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 | $58,336 | $65,041-10.3% | $90,951-35.9% | $79,858-27.0% |
| Participation rate | 77.1% | 61.6%+15.5pp | 69.0%+8.1pp | 69.6%+7.5pp |
| Annual return | 12.28% | 30.45%-18.2pp | 134.60%-122.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $371 | $1,247-70.2% | $2,122-82.5% | $2,471-85.0% |
| Participant deferral / active EE | $2,571 | $2,512+2.4% | $3,373-23.8% | $3,740-31.3% |
| Admin fee / account holder | $2,890 | $4,536-36.3% | $5,959-51.5% | $5,306-45.5% |