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 | $67,846 | $77,899-12.9% | $149,673-54.7% | $75,163-9.7% |
| Participation rate | 86.8% | 65.6%+21.2pp | 78.8%+8.0pp | 67.2%+19.6pp |
| Annual return | 14.23% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $933 | $3,137-70.3% | $4,818-80.6% | $2,670-65.1% |
| Participant deferral / active EE | $3,028 | $3,411-11.2% | $5,680-46.7% | $4,125-26.6% |
| Admin fee / account holder | $7,375 | $5,956+23.8% | $13,210-44.2% | $5,651+30.5% |