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 | $60,539 | $105,856-42.8% | $285,549-78.8% | $116,875-48.2% |
| Participation rate | 88.9% | 68.4%+20.5pp | 83.2%+5.7pp | 74.5%+14.4pp |
| Annual return | 14.32% | 16.47%-2.2pp | 7.15%+7.2pp | 16.29%-2.0pp |
| Employer contribution / active EE | $2,356 | $2,968-20.6% | $5,022-53.1% | $3,288-28.3% |
| Participant deferral / active EE | $3,416 | $2,757+23.9% | $4,549-24.9% | $3,885-12.1% |
| Admin fee / account holder | $18,069 | $7,416+143.7% | $13,934+29.7% | $12,263+47.4% |