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 | $59,780 | $91,190-34.4% | $178,490-66.5% | $79,858-25.1% |
| Participation rate | 87.5% | 69.2%+18.3pp | 81.9%+5.6pp | 69.6%+17.9pp |
| Annual return | 19.10% | 24.19%-5.1pp | 151.07%-132.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $709 | $3,256-78.2% | $5,011-85.8% | $2,471-71.3% |
| Participant deferral / active EE | $2,783 | $3,236-14.0% | $5,202-46.5% | $3,740-25.6% |
| Admin fee / account holder | $6,164 | $6,751-8.7% | $13,984-55.9% | $5,306+16.2% |