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 | $64,116 | $110,257-41.8% | $96,544-33.6% | $139,434-54.0% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 14.09% | 26.32%-12.2pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,531 | $3,620-30.1% | $2,965-14.6% | $4,751-46.7% |
| Participant deferral / active EE | $8,111 | $5,548+46.2% | $4,851+67.2% | $6,710+20.9% |
| Admin fee / account holder | $9,563 | $11,591-17.5% | $8,252+15.9% | $11,403-16.1% |