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 | $61,848 | $71,050-13.0% | $93,606-33.9% | $80,856-23.5% |
| Participation rate | 73.2% | 60.4%+12.8pp | 68.7%+4.5pp | 67.6%+5.6pp |
| Annual return | 12.88% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $650 | $1,564-58.4% | $2,420-73.1% | $2,755-76.4% |
| Participant deferral / active EE | $4,331 | $4,034+7.4% | $4,411-1.8% | $4,296+0.8% |
| Admin fee / account holder | $2,694 | $6,945-61.2% | $8,285-67.5% | $6,918-61.1% |