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 | $60,432 | $85,766-29.5% | $136,294-55.7% | $70,131-13.8% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 17.49% | 31.45%-14.0pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $686 | $2,966-76.9% | $4,695-85.4% | $2,342-70.7% |
| Participant deferral / active EE | $5,242 | $5,051+3.8% | $6,247-16.1% | $3,332+57.3% |
| Admin fee / account holder | $4,235 | $5,420-21.9% | $9,243-54.2% | $4,645-8.8% |