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 | $75,001 | $78,422-4.4% | $95,952-21.8% | $79,858-6.1% |
| Participation rate | 82.9% | 73.5%+9.4pp | 77.1%+5.9pp | 69.6%+13.3pp |
| Annual return | 16.64% | 19.37%-2.7pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $945 | $1,945-51.4% | $2,541-62.8% | $2,471-61.7% |
| Participant deferral / active EE | $7,203 | $3,440+109.4% | $4,167+72.9% | $3,740+92.6% |
| Admin fee / account holder | $3,453 | $5,622-38.6% | $6,795-49.2% | $5,306-34.9% |