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 | $61,865 | $72,012-14.1% | $185,823-66.7% | $79,858-22.5% |
| Participation rate | 73.2% | 65.8%+7.5pp | 78.0%-4.8pp | 69.6%+3.6pp |
| Annual return | 12.05% | 23.12%-11.1pp | 35.95%-23.9pp | 31.71%-19.7pp |
| Employer contribution / active EE | $822 | $1,965-58.2% | $4,087-79.9% | $2,471-66.7% |
| Participant deferral / active EE | $3,345 | $3,779-11.5% | $5,632-40.6% | $3,740-10.6% |
| Admin fee / account holder | $6,458 | $4,513+43.1% | $9,500-32.0% | $5,306+21.7% |