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 | $55,408 | $91,552-39.5% | $133,956-58.6% | $79,858-30.6% |
| Participation rate | 91.1% | 73.3%+17.8pp | 79.8%+11.3pp | 69.6%+21.5pp |
| Annual return | 13.28% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $847 | $2,384-64.5% | $3,919-78.4% | $2,471-65.7% |
| Participant deferral / active EE | $2,529 | $3,733-32.3% | $5,048-49.9% | $3,740-32.4% |
| Admin fee / account holder | $608 | $6,321-90.4% | $8,927-93.2% | $5,306-88.5% |