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 5-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 | $56,827 | $85,022-33.2% | $70,515-19.4% | $139,434-59.2% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 18.04% | 30.38%-12.3pp | 32.77%-14.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $841 | $3,909-78.5% | $2,973-71.7% | $4,751-82.3% |
| Participant deferral / active EE | $1,380 | $5,890-76.6% | $4,567-69.8% | $6,710-79.4% |
| Admin fee / account holder | $557 | $8,906-93.7% | $6,412-91.3% | $11,403-95.1% |