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 | $59,261 | $76,552-22.6% | $123,892-52.2% | $62,891-5.8% |
| Participation rate | 79.4% | 73.0%+6.4pp | 81.4%-2.0pp | 69.3%+10.1pp |
| Annual return | 10.24% | 18.68%-8.4pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,452 | $2,883-49.6% | $4,617-68.5% | $2,281-36.3% |
| Participant deferral / active EE | $7,087 | $4,840+46.4% | $5,984+18.4% | $3,203+121.3% |
| Admin fee / account holder | $4,544 | $4,826-5.8% | $8,357-45.6% | $4,296+5.8% |