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 | $60,659 | $37,426+62.1% | $77,482-21.7% | $79,858-24.0% |
| Participation rate | 72.4% | 41.5%+30.9pp | 54.2%+18.2pp | 69.6%+2.8pp |
| Annual return | 31.41% | 39.70%-8.3pp | 54.79%-23.4pp | 31.71%-0.3pp |
| Employer contribution / active EE | $352 | $637-44.8% | $986-64.4% | $2,471-85.8% |
| Participant deferral / active EE | $2,074 | $1,260+64.6% | $1,861+11.5% | $3,740-44.5% |
| Admin fee / account holder | $389 | $2,504-84.5% | $2,858-86.4% | $5,306-92.7% |