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 | $72,849 | $98,750-26.2% | $149,696-51.3% | $79,858-8.8% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+25.0pp |
| Annual return | 12.77% | 27.43%-14.7pp | 276.60%-263.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $693 | $3,216-78.4% | $4,644-85.1% | $2,471-71.9% |
| Participant deferral / active EE | $4,078 | $5,680-28.2% | $6,842-40.4% | $3,740+9.0% |
| Admin fee / account holder | $4,070 | $6,053-32.7% | $9,309-56.3% | $5,306-23.3% |