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 | $59,610 | $65,365-8.8% | $92,893-35.8% | $72,985-18.3% |
| Participation rate | 76.9% | 68.3%+8.6pp | 76.0%+0.9pp | 69.5%+7.4pp |
| Annual return | 30.97% | 42.10%-11.1pp | 109.41%-78.4pp | 81.00%-50.0pp |
| Employer contribution / active EE | $1,715 | $2,594-33.9% | $3,653-53.0% | $2,440-29.7% |
| Participant deferral / active EE | $4,454 | $3,128+42.4% | $4,236+5.2% | $3,607+23.5% |
| Admin fee / account holder | $3,857 | $4,251-9.3% | $5,794-33.4% | $5,124-24.7% |