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 | $62,904 | $48,230+30.4% | $67,502-6.8% | $80,856-22.2% |
| Participation rate | 92.3% | 66.4%+25.9pp | 72.9%+19.4pp | 67.6%+24.7pp |
| Annual return | 12.43% | 18.28%-5.9pp | 3512.12%-3499.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,839 | $2,020-8.9% | $2,731-32.7% | $2,755-33.2% |
| Participant deferral / active EE | $2,997 | $2,924+2.5% | $4,000-25.1% | $4,296-30.2% |
| Admin fee / account holder | $461 | $3,681-87.5% | $3,998-88.5% | $6,918-93.3% |