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 | $62,794 | $118,450-47.0% | $98,439-36.2% | $139,434-55.0% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 18.68% | 18.94%-0.3pp | 21.16%-2.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,542 | $3,609-57.3% | $3,048-49.4% | $4,751-67.5% |
| Participant deferral / active EE | $4,763 | $5,392-11.7% | $4,738+0.5% | $6,710-29.0% |
| Admin fee / account holder | $1,276 | $14,026-90.9% | $8,948-85.7% | $11,403-88.8% |