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 | $55,040 | $98,750-44.3% | $149,696-63.2% | $79,858-31.1% |
| Participation rate | 70.8% | 75.8%-4.9pp | 82.5%-11.6pp | 69.6%+1.2pp |
| Annual return | 18.86% | 27.43%-8.6pp | 276.60%-257.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $608 | $3,216-81.1% | $4,644-86.9% | $2,471-75.4% |
| Participant deferral / active EE | $4,944 | $5,680-13.0% | $6,842-27.7% | $3,740+32.2% |
| Admin fee / account holder | $1,815 | $6,053-70.0% | $9,309-80.5% | $5,306-65.8% |