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 | $60,834 | $95,803-36.5% | $113,168-46.2% | $84,808-28.3% |
| Participation rate | 76.5% | 72.9%+3.6pp | 76.6%-0.1pp | 68.3%+8.2pp |
| Annual return | 20.41% | 25.00%-4.6pp | 24.27%-3.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $5,882 | $2,360+149.3% | $2,975+97.7% | $2,631+123.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,058 | $8,989-54.9% | $12,068-66.4% | $7,344-44.7% |