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 9-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 | $61,195 | $72,277-15.3% | $101,248-39.6% | $79,858-23.4% |
| Participation rate | 79.2% | 68.5%+10.7pp | 75.8%+3.4pp | 69.6%+9.5pp |
| Annual return | 23.07% | 22.30%+0.8pp | 46.47%-23.4pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,629 | $2,692-39.5% | $3,660-55.5% | $2,471-34.1% |
| Participant deferral / active EE | $2,897 | $3,282-11.7% | $4,370-33.7% | $3,740-22.5% |
| Admin fee / account holder | $379 | $4,400-91.4% | $5,945-93.6% | $5,306-92.9% |