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 9-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 | $54,065 | $96,557-44.0% | $80,975-33.2% | $273,961-80.3% |
| Participation rate | 95.8% | 79.1%+16.7pp | 75.8%+20.0pp | 83.0%+12.8pp |
| Annual return | 10.81% | 15.14%-4.3pp | 17.10%-6.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $2,590 | $4,868-46.8% | $3,714-30.3% | $4,869-46.8% |
| Participant deferral / active EE | $3,335 | $6,598-49.4% | $5,696-41.4% | $5,287-36.9% |
| Admin fee / account holder | $887 | $7,492-88.2% | $5,516-83.9% | $10,132-91.3% |