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 | $63,870 | $95,803-33.3% | $113,168-43.6% | $84,808-24.7% |
| Participation rate | 89.7% | 72.9%+16.8pp | 76.6%+13.1pp | 68.3%+21.3pp |
| Annual return | 16.60% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $843 | $2,360-64.3% | $2,975-71.7% | $2,631-67.9% |
| Participant deferral / active EE | $6,269 | $4,242+47.8% | $5,107+22.8% | $4,212+48.9% |
| Admin fee / account holder | $8,932 | $8,989-0.6% | $12,068-26.0% | $7,344+21.6% |