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 | $64,980 | $58,512+11.1% | $84,015-22.7% | $72,985-11.0% |
| Participation rate | 89.1% | 61.2%+27.9pp | 69.0%+20.1pp | 69.5%+19.6pp |
| Annual return | 21.07% | 28.93%-7.9pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $577 | $1,163-50.4% | $1,983-70.9% | $2,440-76.4% |
| Participant deferral / active EE | $3,870 | $2,394+61.7% | $3,239+19.5% | $3,607+7.3% |
| Admin fee / account holder | $4,144 | $4,569-9.3% | $6,101-32.1% | $5,124-19.1% |