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 | $60,388 | $80,968-25.4% | $96,544-37.5% | $75,163-19.7% |
| Participation rate | 82.5% | 71.8%+10.7pp | 76.0%+6.5pp | 67.2%+15.3pp |
| Annual return | 14.36% | 27.06%-12.7pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,571 | $2,282-31.1% | $2,965-47.0% | $2,670-41.1% |
| Participant deferral / active EE | $2,807 | $3,928-28.5% | $4,851-42.1% | $4,125-32.0% |
| Admin fee / account holder | $10,465 | $6,724+55.6% | $8,252+26.8% | $5,651+85.2% |