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 | $59,369 | $71,050-16.4% | $93,606-36.6% | $80,856-26.6% |
| Participation rate | 72.1% | 60.4%+11.7pp | 68.7%+3.3pp | 67.6%+4.4pp |
| Annual return | 10.74% | 11.26%-0.5pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,513 | $1,564-3.2% | $2,420-37.5% | $2,755-45.1% |
| Participant deferral / active EE | $4,190 | $4,034+3.9% | $4,411-5.0% | $4,296-2.5% |
| Admin fee / account holder | $11,264 | $6,945+62.2% | $8,285+36.0% | $6,918+62.8% |