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 | $73,791 | $95,803-23.0% | $113,168-34.8% | $84,808-13.0% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 13.94% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,840 | $2,360-22.0% | $2,975-38.1% | $2,631-30.1% |
| Participant deferral / active EE | $2,363 | $4,242-44.3% | $5,107-53.7% | $4,212-43.9% |
| Admin fee / account holder | $5,972 | $8,989-33.6% | $12,068-50.5% | $7,344-18.7% |