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 | $62,583 | $91,552-31.6% | $133,956-53.3% | $79,858-21.6% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | 22.97% | 61.85%-38.9pp | 45.09%-22.1pp | 31.71%-8.7pp |
| Employer contribution / active EE | $942 | $2,384-60.5% | $3,919-76.0% | $2,471-61.9% |
| Participant deferral / active EE | $4,279 | $3,733+14.6% | $5,048-15.2% | $3,740+14.4% |
| Admin fee / account holder | $1,012 | $6,321-84.0% | $8,927-88.7% | $5,306-80.9% |