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 | $64,935 | $71,050-8.6% | $93,606-30.6% | $80,856-19.7% |
| Participation rate | 76.3% | 60.4%+15.9pp | 68.7%+7.6pp | 67.6%+8.7pp |
| Annual return | 11.55% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,186 | $1,564-24.1% | $2,420-51.0% | $2,755-56.9% |
| Participant deferral / active EE | $2,810 | $4,034-30.3% | $4,411-36.3% | $4,296-34.6% |
| Admin fee / account holder | $5,040 | $6,945-27.4% | $8,285-39.2% | $6,918-27.1% |