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 | $58,210 | $80,968-28.1% | $96,544-39.7% | $75,163-22.6% |
| Participation rate | 73.2% | 71.8%+1.4pp | 76.0%-2.7pp | 67.2%+6.0pp |
| Annual return | 17.65% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,301 | $2,282-43.0% | $2,965-56.1% | $2,670-51.3% |
| Participant deferral / active EE | $3,451 | $3,928-12.1% | $4,851-28.8% | $4,125-16.3% |
| Admin fee / account holder | $9,635 | $6,724+43.3% | $8,252+16.8% | $5,651+70.5% |