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 | $60,697 | $56,897+6.7% | $84,750-28.4% | $62,891-3.5% |
| Participation rate | 96.0% | 68.5%+27.5pp | 76.6%+19.4pp | 69.3%+26.7pp |
| Annual return | 6.89% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $874 | $2,400-63.6% | $3,574-75.5% | $2,281-61.7% |
| Participant deferral / active EE | $2,574 | $2,709-5.0% | $3,712-30.7% | $3,203-19.6% |
| Admin fee / account holder | $336 | $3,581-90.6% | $5,332-93.7% | $4,296-92.2% |