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 | $65,845 | $45,073+46.1% | $69,455-5.2% | $72,985-9.8% |
| Participation rate | 92.3% | 68.5%+23.8pp | 74.6%+17.7pp | 69.5%+22.8pp |
| Annual return | 17.68% | 22.65%-5.0pp | 28.97%-11.3pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,094 | $2,054-46.7% | $2,779-60.6% | $2,440-55.1% |
| Participant deferral / active EE | $2,130 | $2,602-18.1% | $3,535-39.7% | $3,607-40.9% |
| Admin fee / account holder | $1,103 | $3,056-63.9% | $3,839-71.3% | $5,124-78.5% |