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 | $68,985 | $77,314-10.8% | $177,989-61.2% | $80,856-14.7% |
| Participation rate | 94.2% | 65.7%+28.5pp | 77.1%+17.1pp | 67.6%+26.6pp |
| Annual return | 12.15% | 18.09%-5.9pp | 294.48%-282.3pp | 35.59%-23.4pp |
| Employer contribution / active EE | $805 | $2,292-64.9% | $3,949-79.6% | $2,755-70.8% |
| Participant deferral / active EE | $4,072 | $4,411-7.7% | $6,276-35.1% | $4,296-5.2% |
| Admin fee / account holder | $2,475 | $7,191-65.6% | $10,363-76.1% | $6,918-64.2% |