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 | $55,939 | $62,586-10.6% | $76,768-27.1% | $64,186-12.8% |
| Participation rate | 76.5% | 72.8%+3.7pp | 77.0%-0.4pp | 69.6%+7.0pp |
| Annual return | 58.96% | -1.95%+60.9pp | 2.43%+56.5pp | 7.63%+51.3pp |
| Employer contribution / active EE | $717 | $1,832-60.8% | $2,485-71.1% | $2,381-69.9% |
| Participant deferral / active EE | $2,387 | $3,145-24.1% | $3,852-38.0% | $3,470-31.2% |
| Admin fee / account holder | $2,493 | $4,667-46.6% | $6,675-62.6% | $4,888-49.0% |