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 | $60,779 | $86,929-30.1% | $102,423-40.7% | $80,856-24.8% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.6%+22.9pp |
| Annual return | 10.81% | 18.88%-8.1pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $871 | $2,369-63.2% | $3,023-71.2% | $2,755-68.4% |
| Participant deferral / active EE | $8,530 | $4,118+107.1% | $5,053+68.8% | $4,296+98.6% |
| Admin fee / account holder | $10,836 | $8,049+34.6% | $9,451+14.7% | $6,918+56.6% |