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 | $69,253 | $101,724-31.9% | $164,813-58.0% | $80,856-14.4% |
| Participation rate | 76.4% | 71.8%+4.6pp | 78.6%-2.2pp | 67.6%+8.8pp |
| Annual return | 14.17% | 16.72%-2.5pp | 69.93%-55.8pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,991 | $2,953-32.6% | $4,341-54.1% | $2,755-27.7% |
| Participant deferral / active EE | $3,579 | $4,477-20.1% | $6,031-40.7% | $4,296-16.7% |
| Admin fee / account holder | $4,288 | $8,227-47.9% | $12,690-66.2% | $6,918-38.0% |