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 | $58,869 | $67,606-12.9% | $82,313-28.5% | $70,131-16.1% |
| Participation rate | 75.9% | 72.8%+3.2pp | 76.9%-1.0pp | 69.5%+6.4pp |
| Annual return | 13.50% | 21.57%-8.1pp | 25.88%-12.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $610 | $1,755-65.2% | $2,428-74.9% | $2,342-74.0% |
| Participant deferral / active EE | $2,339 | $2,987-21.7% | $3,706-36.9% | $3,332-29.8% |
| Admin fee / account holder | $1,799 | $4,512-60.1% | $5,608-67.9% | $4,645-61.3% |