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 | $60,601 | $78,422-22.7% | $95,952-36.8% | $79,858-24.1% |
| Participation rate | 84.7% | 73.5%+11.2pp | 77.1%+7.6pp | 69.6%+15.1pp |
| Annual return | 34.84% | 19.37%+15.5pp | 91.61%-56.8pp | 31.71%+3.1pp |
| Employer contribution / active EE | $822 | $1,945-57.8% | $2,541-67.7% | $2,471-66.7% |
| Participant deferral / active EE | $2,183 | $3,440-36.5% | $4,167-47.6% | $3,740-41.6% |
| Admin fee / account holder | $7,031 | $5,622+25.1% | $6,795+3.5% | $5,306+32.5% |