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 | $57,747 | $86,929-33.6% | $102,423-43.6% | $80,856-28.6% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 17.27% | 18.88%-1.6pp | 29.32%-12.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,043 | $2,369-13.8% | $3,023-32.4% | $2,755-25.8% |
| Participant deferral / active EE | $2,630 | $4,118-36.2% | $5,053-48.0% | $4,296-38.8% |
| Admin fee / account holder | $23,002 | $8,049+185.8% | $9,451+143.4% | $6,918+232.5% |