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 | $54,590 | $58,512-6.7% | $84,015-35.0% | $72,985-25.2% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.0%+21.9pp | 69.5%+21.4pp |
| Annual return | 21.62% | 28.93%-7.3pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $730 | $1,163-37.3% | $1,983-63.2% | $2,440-70.1% |
| Participant deferral / active EE | $3,546 | $2,394+48.1% | $3,239+9.5% | $3,607-1.7% |
| Admin fee / account holder | $2,926 | $4,569-36.0% | $6,101-52.0% | $5,124-42.9% |