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 | $69,953 | $125,758-44.4% | $169,993-58.8% | $75,163-6.9% |
| Participation rate | 98.1% | 83.6%+14.5pp | 87.0%+11.1pp | 67.2%+30.9pp |
| Annual return | 13.90% | 27.20%-13.3pp | 53.37%-39.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,320 | $4,615-49.7% | $6,785-65.8% | $2,670-13.1% |
| Participant deferral / active EE | $3,412 | $6,837-50.1% | $10,408-67.2% | $4,125-17.3% |
| Admin fee / account holder | $11,297 | $8,173+38.2% | $12,815-11.8% | $5,651+99.9% |