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 | $61,543 | $71,050-13.4% | $93,606-34.3% | $80,856-23.9% |
| Participation rate | 81.8% | 60.4%+21.4pp | 68.7%+13.1pp | 67.6%+14.2pp |
| Annual return | 10.30% | 11.26%-1.0pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,745 | $1,564+11.6% | $2,420-27.9% | $2,755-36.7% |
| Participant deferral / active EE | $3,297 | $4,034-18.3% | $4,411-25.3% | $4,296-23.2% |
| Admin fee / account holder | $401 | $6,945-94.2% | $8,285-95.2% | $6,918-94.2% |