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 | $57,262 | $51,175+11.9% | $70,515-18.8% | $75,163-23.8% |
| Participation rate | 74.5% | 60.9%+13.6pp | 68.3%+6.2pp | 67.2%+7.4pp |
| Annual return | 16.93% | 30.02%-13.1pp | 32.77%-15.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $451 | $1,826-75.3% | $2,973-84.8% | $2,670-83.1% |
| Participant deferral / active EE | $3,747 | $2,849+31.5% | $4,567-18.0% | $4,125-9.2% |
| Admin fee / account holder | $2,923 | $4,091-28.6% | $6,412-54.4% | $5,651-48.3% |