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 | $61,895 | $71,050-12.9% | $93,606-33.9% | $80,856-23.5% |
| Participation rate | 85.7% | 60.4%+25.3pp | 68.7%+17.0pp | 67.6%+18.1pp |
| Annual return | 10.98% | 11.26%-0.3pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $665 | $1,564-57.5% | $2,420-72.5% | $2,755-75.9% |
| Participant deferral / active EE | $4,063 | $4,034+0.7% | $4,411-7.9% | $4,296-5.4% |
| Admin fee / account holder | $2,947 | $6,945-57.6% | $8,285-64.4% | $6,918-57.4% |