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 8-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 | $59,057 | $64,480-8.4% | $81,382-27.4% | $80,856-27.0% |
| Participation rate | 80.0% | 63.9%+16.1pp | 69.5%+10.5pp | 67.6%+12.4pp |
| Annual return | 20.96% | 16.34%+4.6pp | 24.73%-3.8pp | 35.59%-14.6pp |
| Employer contribution / active EE | $2,220 | $1,978+12.2% | $2,463-9.9% | $2,755-19.4% |
| Participant deferral / active EE | $4,439 | $3,094+43.5% | $3,883+14.3% | $4,296+3.3% |
| Admin fee / account holder | $4,358 | $5,671-23.2% | $5,768-24.4% | $6,918-37.0% |