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 | $59,833 | $60,022-0.3% | $88,946-32.7% | $84,808-29.4% |
| Participation rate | 88.6% | 57.8%+30.7pp | 68.8%+19.7pp | 68.3%+20.3pp |
| Annual return | 23.83% | 22.43%+1.4pp | 57.82%-34.0pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,613 | $1,703-5.3% | $2,555-36.9% | $2,631-38.7% |
| Participant deferral / active EE | $5,037 | $3,114+61.8% | $4,581+9.9% | $4,212+19.6% |
| Admin fee / account holder | $1,369 | $4,811-71.5% | $8,261-83.4% | $7,344-81.4% |