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 | $67,530 | $100,923-33.1% | $150,045-55.0% | $74,304-9.1% |
| Participation rate | 75.4% | 70.1%+5.3pp | 82.3%-6.9pp | 60.3%+15.1pp |
| Annual return | 16.79% | 51.77%-35.0pp | 62.55%-45.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $887 | $3,463-74.4% | $4,693-81.1% | $2,241-60.4% |
| Participant deferral / active EE | $5,718 | $6,709-14.8% | $7,997-28.5% | $3,767+51.8% |
| Admin fee / account holder | $1,891 | $2,767-31.7% | $13,435-85.9% | $2,969-36.3% |