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 | $77,641 | $109,413-29.0% | $156,263-50.3% | $84,808-8.5% |
| Participation rate | 78.5% | 72.7%+5.8pp | 78.9%-0.4pp | 68.3%+10.2pp |
| Annual return | 13.03% | 20.18%-7.2pp | 59.47%-46.4pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,630 | $2,907-9.5% | $4,333-39.3% | $2,6310% |
| Participant deferral / active EE | $6,679 | $4,590+45.5% | $6,158+8.5% | $4,212+58.6% |
| Admin fee / account holder | $24,149 | $9,357+158.1% | $14,255+69.4% | $7,344+228.8% |