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 | $69,703 | $47,848+45.7% | $81,478-14.5% | $70,131-0.6% |
| Participation rate | 88.9% | 58.3%+30.6pp | 68.0%+20.9pp | 69.5%+19.3pp |
| Annual return | 15.31% | 27.25%-11.9pp | 38.78%-23.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $677 | $1,527-55.7% | $2,568-73.6% | $2,342-71.1% |
| Participant deferral / active EE | $10,482 | $2,453+327.3% | $3,537+196.4% | $3,332+214.6% |
| Admin fee / account holder | $7,852 | $3,145+149.7% | $4,561+72.2% | $4,645+69.0% |