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 | $72,686 | $100,901-28.0% | $75,670-3.9% | $147,584-50.7% |
| Participation rate | 92.3% | 77.1%+15.2pp | 72.3%+20.0pp | 82.8%+9.5pp |
| Annual return | 21.30% | 35.78%-14.5pp | 27.34%-6.0pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,077 | $3,253-36.1% | $2,352-11.7% | $4,876-57.4% |
| Participant deferral / active EE | $5,510 | $4,027+36.8% | $3,142+75.4% | $5,439+1.3% |
| Admin fee / account holder | $2,402 | $11,285-78.7% | $5,800-58.6% | $10,885-77.9% |