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 | $60,400 | $60,892-0.8% | $82,389-26.7% | $84,808-28.8% |
| Participation rate | 73.5% | 63.3%+10.3pp | 69.5%+4.0pp | 68.3%+5.2pp |
| Annual return | 15.48% | 37.29%-21.8pp | 28.67%-13.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,747 | $1,779+166.8% | $2,517+88.6% | $2,631+80.4% |
| Participant deferral / active EE | $10,614 | $3,179+233.9% | $4,155+155.5% | $4,212+152.0% |
| Admin fee / account holder | $21,259 | $5,467+288.8% | $7,231+194.0% | $7,344+189.5% |