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 | $66,612 | $95,803-30.5% | $113,168-41.1% | $84,808-21.5% |
| Participation rate | 95.6% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.3pp |
| Annual return | 15.44% | 25.00%-9.6pp | 24.27%-8.8pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,875 | $2,360-20.5% | $2,975-37.0% | $2,631-28.7% |
| Participant deferral / active EE | $4,173 | $4,242-1.6% | $5,107-18.3% | $4,212-0.9% |
| Admin fee / account holder | $2,279 | $8,989-74.6% | $12,068-81.1% | $7,344-69.0% |