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 | $63,065 | $58,523+7.8% | $99,443-36.6% | $72,985-13.6% |
| Participation rate | 84.4% | 64.6%+19.7pp | 73.8%+10.5pp | 69.5%+14.9pp |
| Annual return | 17.77% | 28.51%-10.7pp | 30.72%-12.9pp | 81.00%-63.2pp |
| Employer contribution / active EE | $864 | $1,512-42.9% | $2,540-66.0% | $2,440-64.6% |
| Participant deferral / active EE | $6,520 | $2,606+150.2% | $3,619+80.2% | $3,607+80.7% |
| Admin fee / account holder | $11,507 | $4,102+180.5% | $6,250+84.1% | $5,124+124.6% |