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 | $59,362 | $107,452-44.8% | $91,541-35.2% | $142,382-58.3% |
| Participation rate | 85.0% | 75.1%+9.9pp | 69.8%+15.2pp | 80.1%+4.9pp |
| Annual return | 13.89% | 22.06%-8.2pp | 20.50%-6.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $801 | $2,994-73.3% | $2,505-68.0% | $4,299-81.4% |
| Participant deferral / active EE | $2,853 | $4,754-40.0% | $4,008-28.8% | $6,507-56.2% |
| Admin fee / account holder | $8,191 | $8,834-7.3% | $6,956+17.8% | $12,624-35.1% |