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 | $59,877 | $88,707-32.5% | $74,183-19.3% | $273,961-78.1% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 5.48% | 11.94%-6.5pp | 17.74%-12.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $651 | $3,159-79.4% | $2,370-72.5% | $4,869-86.6% |
| Participant deferral / active EE | $2,992 | $4,212-29.0% | $3,550-15.7% | $5,287-43.4% |
| Admin fee / account holder | $9,353 | $8,717+7.3% | $5,586+67.4% | $10,132-7.7% |