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 | $60,119 | $59,101+1.7% | $77,163-22.1% | $75,163-20.0% |
| Participation rate | 89.2% | 63.9%+25.3pp | 69.6%+19.6pp | 67.2%+22.0pp |
| Annual return | 18.24% | 26.71%-8.5pp | 37.87%-19.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $577 | $1,995-71.1% | $2,535-77.2% | $2,670-78.4% |
| Participant deferral / active EE | $2,778 | $2,999-7.4% | $3,833-27.5% | $4,125-32.6% |
| Admin fee / account holder | $4,561 | $4,774-4.5% | $5,472-16.7% | $5,651-19.3% |