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 | $68,870 | $86,286-20.2% | $111,297-38.1% | $85,850-19.8% |
| Participation rate | 89.1% | 73.3%+15.8pp | 77.3%+11.8pp | 69.3%+19.8pp |
| Annual return | 11.11% | 19.99%-8.9pp | 54.65%-43.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $574 | $2,043-71.9% | $2,731-79.0% | $2,565-77.6% |
| Participant deferral / active EE | $2,433 | $3,641-33.2% | $4,487-45.8% | $3,952-38.4% |
| Admin fee / account holder | $8,091 | $8,188-1.2% | $7,964+1.6% | $6,260+29.2% |