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 | $69,561 | $91,407-23.9% | $135,903-48.8% | $71,457-2.7% |
| Participation rate | 93.3% | 75.7%+17.6pp | 81.9%+11.4pp | 67.9%+25.3pp |
| Annual return | 18.31% | 29.90%-11.6pp | 68.23%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $957 | $3,703-74.2% | $4,856-80.3% | $2,588-63.0% |
| Participant deferral / active EE | $7,667 | $7,092+8.1% | $7,758-1.2% | $4,289+78.8% |
| Admin fee / account holder | $691 | $1,266-45.4% | $10,762-93.6% | $1,587-56.5% |