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 | $65,275 | $84,556-22.8% | $116,228-43.8% | $74,304-12.2% |
| Participation rate | 85.8% | 66.0%+19.8pp | 74.6%+11.3pp | 60.3%+25.5pp |
| Annual return | 19.44% | 18.35%+1.1pp | 90.06%-70.6pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,218 | $2,168-43.8% | $2,994-59.3% | $2,241-45.7% |
| Participant deferral / active EE | $4,759 | $3,814+24.8% | $4,953-3.9% | $3,767+26.3% |
| Admin fee / account holder | $2,946 | $3,792-22.3% | $11,989-75.4% | $2,969-0.8% |