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 | $56,655 | $51,708+9.6% | $106,619-46.9% | $62,891-9.9% |
| Participation rate | 71.4% | 66.9%+4.6pp | 78.0%-6.6pp | 69.3%+2.1pp |
| Annual return | 6.22% | 4.69%+1.5pp | 9.42%-3.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,025 | $1,764-41.9% | $3,947-74.0% | $2,281-55.1% |
| Participant deferral / active EE | $1,734 | $2,315-25.1% | $3,930-55.9% | $3,203-45.9% |
| Admin fee / account holder | $2,848 | $3,349-15.0% | $6,418-55.6% | $4,296-33.7% |