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 | $66,534 | $163,101-59.2% | $136,749-51.3% | $142,382-53.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 12.60% | 27.54%-14.9pp | 24.33%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,823 | $4,117-55.7% | $3,400-46.4% | $4,299-57.6% |
| Participant deferral / active EE | $2,621 | $5,585-53.1% | $4,692-44.1% | $6,507-59.7% |
| Admin fee / account holder | $1,931 | $14,318-86.5% | $11,386-83.0% | $12,624-84.7% |