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 | $70,096 | $58,512+19.8% | $84,015-16.6% | $72,985-4.0% |
| Participation rate | 96.2% | 61.2%+34.9pp | 69.0%+27.1pp | 69.5%+26.7pp |
| Annual return | 17.81% | 28.93%-11.1pp | 71.31%-53.5pp | 81.00%-63.2pp |
| Employer contribution / active EE | $578 | $1,163-50.3% | $1,983-70.8% | $2,440-76.3% |
| Participant deferral / active EE | $4,746 | $2,394+98.3% | $3,239+46.5% | $3,607+31.6% |
| Admin fee / account holder | $300 | $4,569-93.4% | $6,101-95.1% | $5,124-94.1% |