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 | $61,586 | $98,750-37.6% | $149,696-58.9% | $79,858-22.9% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 25.73% | 27.43%-1.7pp | 276.60%-250.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $861 | $3,216-73.2% | $4,644-81.5% | $2,471-65.2% |
| Participant deferral / active EE | $9,087 | $5,680+60.0% | $6,842+32.8% | $3,740+143.0% |
| Admin fee / account holder | $8,387 | $6,053+38.6% | $9,309-9.9% | $5,306+58.1% |