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 | $60,557 | $48,076+26.0% | $78,689-23.0% | $62,891-3.7% |
| Participation rate | 96.3% | 65.2%+31.1pp | 73.6%+22.7pp | 69.3%+27.0pp |
| Annual return | 6.99% | 31.35%-24.4pp | 62.18%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $554 | $2,015-72.5% | $2,851-80.6% | $2,281-75.7% |
| Participant deferral / active EE | $4,153 | $2,588+60.5% | $3,517+18.1% | $3,203+29.7% |
| Admin fee / account holder | $1,147 | $3,207-64.2% | $4,510-74.6% | $4,296-73.3% |