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 | $61,225 | $58,512+4.6% | $84,015-27.1% | $72,985-16.1% |
| Participation rate | 70.0% | 61.2%+8.8pp | 69.0%+1.0pp | 69.5%+0.5pp |
| Annual return | 25.25% | 28.93%-3.7pp | 71.31%-46.1pp | 81.00%-55.8pp |
| Employer contribution / active EE | $571 | $1,163-50.9% | $1,983-71.2% | $2,440-76.6% |
| Participant deferral / active EE | $1,938 | $2,394-19.0% | $3,239-40.2% | $3,607-46.3% |
| Admin fee / account holder | $4,466 | $4,569-2.3% | $6,101-26.8% | $5,124-12.8% |