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 | $62,286 | $72,492-14.1% | $87,100-28.5% | $72,985-14.7% |
| Participation rate | 86.8% | 72.8%+14.0pp | 76.9%+10.0pp | 69.5%+17.4pp |
| Annual return | 24.19% | 24.46%-0.3pp | 28.19%-4.0pp | 81.00%-56.8pp |
| Employer contribution / active EE | $555 | $1,894-70.7% | $2,521-78.0% | $2,440-77.2% |
| Participant deferral / active EE | $4,306 | $3,270+31.7% | $4,049+6.4% | $3,607+19.4% |
| Admin fee / account holder | $10,410 | $5,055+105.9% | $7,497+38.9% | $5,124+103.1% |