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 | $75,127 | $100,923-25.6% | $150,045-49.9% | $74,304+1.1% |
| Participation rate | 76.7% | 70.1%+6.7pp | 82.3%-5.6pp | 60.3%+16.4pp |
| Annual return | 18.08% | 51.77%-33.7pp | 62.55%-44.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $645 | $3,463-81.4% | $4,693-86.3% | $2,241-71.2% |
| Participant deferral / active EE | $8,978 | $6,709+33.8% | $7,997+12.3% | $3,767+138.3% |
| Admin fee / account holder | $3,988 | $2,767+44.1% | $13,435-70.3% | $2,969+34.3% |