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 | $68,705 | $71,050-3.3% | $93,606-26.6% | $80,856-15.0% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.6%+3.8pp |
| Annual return | 14.83% | 11.26%+3.6pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $458 | $1,564-70.7% | $2,420-81.1% | $2,755-83.4% |
| Participant deferral / active EE | $2,505 | $4,034-37.9% | $4,411-43.2% | $4,296-41.7% |
| Admin fee / account holder | $530 | $6,945-92.4% | $8,285-93.6% | $6,918-92.3% |