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 | $61,311 | $76,552-19.9% | $123,892-50.5% | $62,891-2.5% |
| Participation rate | 90.5% | 73.0%+17.6pp | 81.4%+9.1pp | 69.3%+21.2pp |
| Annual return | 13.56% | 18.68%-5.1pp | 47.52%-34.0pp | 20.14%-6.6pp |
| Employer contribution / active EE | $1,280 | $2,883-55.6% | $4,617-72.3% | $2,281-43.9% |
| Participant deferral / active EE | $5,632 | $4,840+16.4% | $5,984-5.9% | $3,203+75.8% |
| Admin fee / account holder | $3,484 | $4,826-27.8% | $8,357-58.3% | $4,296-18.9% |