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 | $62,152 | $81,248-23.5% | $155,509-60.0% | $80,856-23.1% |
| Participation rate | 83.7% | 66.2%+17.4pp | 78.2%+5.5pp | 67.6%+16.0pp |
| Annual return | 17.27% | 33.31%-16.0pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $550 | $3,100-82.2% | $4,672-88.2% | $2,755-80.0% |
| Participant deferral / active EE | $1,921 | $3,452-44.3% | $5,626-65.9% | $4,296-55.3% |
| Admin fee / account holder | $1,119 | $7,997-86.0% | $15,912-93.0% | $6,918-83.8% |