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 | $59,879 | $74,927-20.1% | $101,794-41.2% | $84,808-29.4% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.2%+6.8pp | 68.3%+7.7pp |
| Annual return | 15.71% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $931 | $1,522-38.8% | $2,289-59.3% | $2,631-64.6% |
| Participant deferral / active EE | $3,389 | $3,099+9.4% | $4,084-17.0% | $4,212-19.5% |
| Admin fee / account holder | $4,132 | $6,514-36.6% | $8,777-52.9% | $7,344-43.7% |