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 | $58,339 | $71,050-17.9% | $93,606-37.7% | $80,856-27.8% |
| Participation rate | 75.8% | 60.4%+15.4pp | 68.7%+7.0pp | 67.6%+8.1pp |
| Annual return | 12.74% | 11.26%+1.5pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $456 | $1,564-70.9% | $2,420-81.2% | $2,755-83.5% |
| Participant deferral / active EE | $3,098 | $4,034-23.2% | $4,411-29.8% | $4,296-27.9% |
| Admin fee / account holder | $3,570 | $6,945-48.6% | $8,285-56.9% | $6,918-48.4% |