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 | $63,007 | $54,762+15.1% | $90,281-30.2% | $72,985-13.7% |
| Participation rate | 73.3% | 65.1%+8.2pp | 73.3%+0.1pp | 69.5%+3.8pp |
| Annual return | 19.57% | 30.63%-11.1pp | 78.10%-58.5pp | 81.00%-61.4pp |
| Employer contribution / active EE | $724 | $2,092-65.4% | $2,854-74.6% | $2,440-70.3% |
| Participant deferral / active EE | $2,082 | $2,887-27.9% | $3,885-46.4% | $3,607-42.3% |
| Admin fee / account holder | $10,192 | $3,972+156.6% | $5,351+90.5% | $5,124+98.9% |