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 | $72,354 | $94,625-23.5% | $116,228-37.7% | $84,808-14.7% |
| Participation rate | 75.8% | 70.4%+5.3pp | 74.6%+1.2pp | 68.3%+7.4pp |
| Annual return | 12.40% | 20.40%-8.0pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,702 | $2,347-27.5% | $2,994-43.1% | $2,631-35.3% |
| Participant deferral / active EE | $1,966 | $3,972-50.5% | $4,953-60.3% | $4,212-53.3% |
| Admin fee / account holder | $1,368 | $10,091-86.4% | $11,989-88.6% | $7,344-81.4% |