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 | $58,738 | $72,492-19.0% | $87,100-32.6% | $72,985-19.5% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.9%+7.9pp | 69.5%+15.3pp |
| Annual return | 22.80% | 24.46%-1.7pp | 28.19%-5.4pp | 81.00%-58.2pp |
| Employer contribution / active EE | $911 | $1,894-51.9% | $2,521-63.9% | $2,440-62.7% |
| Participant deferral / active EE | $3,118 | $3,270-4.6% | $4,049-23.0% | $3,607-13.6% |
| Admin fee / account holder | $3,630 | $5,055-28.2% | $7,497-51.6% | $5,124-29.2% |