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 | $60,043 | $109,881-45.4% | $150,045-60.0% | $84,808-29.2% |
| Participation rate | 94.2% | 76.1%+18.1pp | 82.3%+11.9pp | 68.3%+25.9pp |
| Annual return | 17.80% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $901 | $3,561-74.7% | $4,693-80.8% | $2,631-65.8% |
| Participant deferral / active EE | $9,741 | $6,636+46.8% | $7,997+21.8% | $4,212+131.3% |
| Admin fee / account holder | $11,934 | $8,568+39.3% | $13,435-11.2% | $7,344+62.5% |