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 | $66,112 | $68,547-3.6% | $120,354-45.1% | $80,856-18.2% |
| Participation rate | 92.4% | 61.6%+30.8pp | 71.9%+20.5pp | 67.6%+24.8pp |
| Annual return | 12.04% | 23.60%-11.6pp | 107.15%-95.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $758 | $2,051-63.0% | $3,463-78.1% | $2,755-72.5% |
| Participant deferral / active EE | $3,933 | $3,173+23.9% | $4,991-21.2% | $4,296-8.4% |
| Admin fee / account holder | $5,165 | $5,732-9.9% | $9,423-45.2% | $6,918-25.3% |