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 | $61,529 | $99,652-38.3% | $78,778-21.9% | $147,584-58.3% |
| Participation rate | 93.8% | 76.2%+17.5pp | 69.2%+24.6pp | 82.8%+10.9pp |
| Annual return | 12.47% | 47.28%-34.8pp | 35.62%-23.1pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,463 | $2,796-11.9% | $1,986+24.1% | $4,876-49.5% |
| Participant deferral / active EE | $7,335 | $3,664+100.2% | $2,958+148.0% | $5,439+34.9% |
| Admin fee / account holder | $325 | $7,155-95.5% | $5,134-93.7% | $10,885-97.0% |