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 | $53,176 | $58,828-9.6% | $77,999-31.8% | $62,891-15.4% |
| Participation rate | 82.9% | 71.1%+11.8pp | 75.5%+7.4pp | 69.3%+13.6pp |
| Annual return | 8.70% | 17.16%-8.5pp | 425.96%-417.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $690 | $1,672-58.7% | $2,470-72.1% | $2,281-69.7% |
| Participant deferral / active EE | $2,433 | $2,686-9.4% | $3,497-30.4% | $3,203-24.0% |
| Admin fee / account holder | $1,939 | $4,393-55.9% | $5,480-64.6% | $4,296-54.9% |