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 | $66,098 | $99,985-33.9% | $146,665-54.9% | $85,850-23.0% |
| Participation rate | 79.8% | 73.1%+6.7pp | 80.1%-0.3pp | 69.3%+10.4pp |
| Annual return | 14.37% | 18.93%-4.6pp | 22.74%-8.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,172 | $2,559-15.1% | $4,136-47.5% | $2,565-15.3% |
| Participant deferral / active EE | $4,487 | $4,006+12.0% | $5,506-18.5% | $3,952+13.5% |
| Admin fee / account holder | $3,004 | $7,702-61.0% | $10,280-70.8% | $6,260-52.0% |