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 | $74,779 | $105,856-29.4% | $285,549-73.8% | $116,875-36.0% |
| Participation rate | 80.8% | 68.4%+12.4pp | 83.2%-2.4pp | 74.5%+6.2pp |
| Annual return | 10.88% | 16.47%-5.6pp | 7.15%+3.7pp | 16.29%-5.4pp |
| Employer contribution / active EE | $619 | $2,968-79.1% | $5,022-87.7% | $3,288-81.2% |
| Participant deferral / active EE | $3,871 | $2,757+40.4% | $4,549-14.9% | $3,885-0.4% |
| Admin fee / account holder | $940 | $7,416-87.3% | $13,934-93.3% | $12,263-92.3% |