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 | $58,480 | $77,899-24.9% | $149,673-60.9% | $75,163-22.2% |
| Participation rate | 82.5% | 65.6%+16.9pp | 78.8%+3.7pp | 67.2%+15.3pp |
| Annual return | 15.23% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $974 | $3,137-68.9% | $4,818-79.8% | $2,670-63.5% |
| Participant deferral / active EE | $3,619 | $3,411+6.1% | $5,680-36.3% | $4,125-12.3% |
| Admin fee / account holder | $906 | $5,956-84.8% | $13,210-93.1% | $5,651-84.0% |