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 | $61,918 | $104,251-40.6% | $91,001-32.0% | $147,584-58.0% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.6%+14.9pp | 82.8%+7.6pp |
| Annual return | 15.00% | 27.06%-12.1pp | 4.60%+10.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,099 | $3,116-64.7% | $2,456-55.2% | $4,876-77.5% |
| Participant deferral / active EE | $2,534 | $4,195-39.6% | $3,547-28.6% | $5,439-53.4% |
| Admin fee / account holder | $1,807 | $8,948-79.8% | $5,417-66.6% | $10,885-83.4% |