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 | $64,973 | $94,625-31.3% | $116,228-44.1% | $84,808-23.4% |
| Participation rate | 85.4% | 70.4%+14.9pp | 74.6%+10.8pp | 68.3%+17.1pp |
| Annual return | 13.16% | 20.40%-7.2pp | 90.06%-76.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $770 | $2,347-67.2% | $2,994-74.3% | $2,631-70.7% |
| Participant deferral / active EE | $3,451 | $3,972-13.1% | $4,953-30.3% | $4,212-18.1% |
| Admin fee / account holder | $7,424 | $10,091-26.4% | $11,989-38.1% | $7,344+1.1% |