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 | $68,376 | $58,828+16.2% | $77,999-12.3% | $62,891+8.7% |
| Participation rate | 73.8% | 71.1%+2.7pp | 75.5%-1.7pp | 69.3%+4.5pp |
| Annual return | 5.49% | 17.16%-11.7pp | 425.96%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $297 | $1,672-82.2% | $2,470-88.0% | $2,281-87.0% |
| Participant deferral / active EE | $2,749 | $2,686+2.4% | $3,497-21.4% | $3,203-14.2% |
| Admin fee / account holder | $11,318 | $4,393+157.6% | $5,480+106.5% | $4,296+163.5% |