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 5-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 | $60,251 | $117,983-48.9% | $101,794-40.8% | $142,382-57.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 17.63% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,726 | $2,773-37.8% | $2,289-24.6% | $4,299-59.9% |
| Participant deferral / active EE | $9,296 | $4,714+97.2% | $4,084+127.6% | $6,507+42.9% |
| Admin fee / account holder | $1,106 | $10,433-89.4% | $8,777-87.4% | $12,624-91.2% |