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 | $59,248 | $72,492-18.3% | $87,100-32.0% | $72,985-18.8% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 22.25% | 24.46%-2.2pp | 28.19%-5.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $485 | $1,894-74.4% | $2,521-80.8% | $2,440-80.1% |
| Participant deferral / active EE | $2,234 | $3,270-31.7% | $4,049-44.8% | $3,607-38.1% |
| Admin fee / account holder | $2,253 | $5,055-55.4% | $7,497-69.9% | $5,124-56.0% |