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 | $61,917 | $87,013-28.8% | $106,213-41.7% | $80,856-23.4% |
| Participation rate | 80.3% | 70.4%+9.9pp | 75.3%+5.0pp | 67.6%+12.7pp |
| Annual return | 11.75% | 17.05%-5.3pp | 116.14%-104.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,385 | $2,395-42.2% | $3,171-56.3% | $2,755-49.7% |
| Participant deferral / active EE | $2,493 | $3,986-37.5% | $5,016-50.3% | $4,296-42.0% |
| Admin fee / account holder | $5,266 | $8,431-37.5% | $11,033-52.3% | $6,918-23.9% |