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 | $58,315 | $37,426+55.8% | $77,482-24.7% | $79,858-27.0% |
| Participation rate | 78.4% | 41.5%+36.9pp | 54.2%+24.2pp | 69.6%+8.7pp |
| Annual return | 10.61% | 39.70%-29.1pp | 54.79%-44.2pp | 31.71%-21.1pp |
| Employer contribution / active EE | $593 | $637-6.8% | $986-39.9% | $2,471-76.0% |
| Participant deferral / active EE | $3,428 | $1,260+172.1% | $1,861+84.2% | $3,740-8.3% |
| Admin fee / account holder | $2,572 | $2,504+2.7% | $2,858-10.0% | $5,306-51.5% |