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 | $65,808 | $116,175-43.4% | $93,606-29.7% | $152,861-56.9% |
| Participation rate | 73.7% | 78.0%-4.4pp | 75.8%-2.1pp | 82.4%-8.8pp |
| Annual return | 21.74% | 35.96%-14.2pp | 32.76%-11.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $677 | $3,218-79.0% | $2,718-75.1% | $4,762-85.8% |
| Participant deferral / active EE | $1,623 | $4,603-64.7% | $4,069-60.1% | $5,850-72.3% |
| Admin fee / account holder | $494 | $10,748-95.4% | $7,888-93.7% | $11,596-95.7% |