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 | $61,228 | $72,277-15.3% | $101,248-39.5% | $79,858-23.3% |
| Participation rate | 96.2% | 68.5%+27.7pp | 75.8%+20.3pp | 69.6%+26.5pp |
| Annual return | 18.46% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $846 | $2,692-68.6% | $3,660-76.9% | $2,471-65.8% |
| Participant deferral / active EE | $4,669 | $3,282+42.3% | $4,370+6.8% | $3,740+24.8% |
| Admin fee / account holder | $3,264 | $4,400-25.8% | $5,945-45.1% | $5,306-38.5% |