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 | $61,519 | $78,422-21.6% | $95,952-35.9% | $79,858-23.0% |
| Participation rate | 84.2% | 73.5%+10.7pp | 77.1%+7.1pp | 69.6%+14.6pp |
| Annual return | 18.93% | 19.37%-0.4pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $528 | $1,945-72.9% | $2,541-79.2% | $2,471-78.6% |
| Participant deferral / active EE | $2,758 | $3,440-19.8% | $4,167-33.8% | $3,740-26.2% |
| Admin fee / account holder | $6,102 | $5,622+8.5% | $6,795-10.2% | $5,306+15.0% |