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 | $60,575 | $127,065-52.3% | $113,168-46.5% | $142,382-57.5% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 12.33% | 24.03%-11.7pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,542 | $3,442-55.2% | $2,975-48.2% | $4,299-64.1% |
| Participant deferral / active EE | $3,005 | $5,716-47.4% | $5,107-41.2% | $6,507-53.8% |
| Admin fee / account holder | $2,553 | $15,736-83.8% | $12,068-78.8% | $12,624-79.8% |