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 | $64,065 | $103,376-38.0% | $87,100-26.4% | $152,861-58.1% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 14.57% | 28.10%-13.5pp | 28.19%-13.6pp | 345.32%-330.8pp |
| Employer contribution / active EE | $691 | $3,220-78.5% | $2,521-72.6% | $4,762-85.5% |
| Participant deferral / active EE | $2,979 | $4,778-37.7% | $4,049-26.4% | $5,850-49.1% |
| Admin fee / account holder | $16,781 | $12,205+37.5% | $7,497+123.8% | $11,596+44.7% |