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 5-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 | $59,392 | $111,754-46.9% | $103,333-42.5% | $145,922-59.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.54% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $911 | $4,212-78.4% | $3,868-76.4% | $4,660-80.4% |
| Participant deferral / active EE | $13,007 | $5,619+131.5% | $5,057+157.2% | $6,688+94.5% |
| Admin fee / account holder | $675 | $9,750-93.1% | $8,355-91.9% | $13,397-95.0% |