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 9-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 | $60,756 | $64,348-5.6% | $90,160-32.6% | $70,131-13.4% |
| Participation rate | 92.0% | 70.4%+21.6pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 17.43% | 28.13%-10.7pp | 34.88%-17.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,730 | $2,046+33.5% | $3,318-17.7% | $2,342+16.6% |
| Participant deferral / active EE | $3,332 | $4,389-24.1% | $5,288-37.0% | $3,3320% |
| Admin fee / account holder | $5,268 | $3,944+33.6% | $5,943-11.4% | $4,645+13.4% |