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 | $73,206 | $109,881-33.4% | $150,045-51.2% | $84,808-13.7% |
| Participation rate | 80.6% | 76.1%+4.5pp | 82.3%-1.7pp | 68.3%+12.3pp |
| Annual return | 15.92% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,328 | $3,561-62.7% | $4,693-71.7% | $2,631-49.5% |
| Participant deferral / active EE | $7,537 | $6,636+13.6% | $7,997-5.8% | $4,212+79.0% |
| Admin fee / account holder | $3,082 | $8,568-64.0% | $13,435-77.1% | $7,344-58.0% |