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 | $58,149 | $91,552-36.5% | $133,956-56.6% | $79,858-27.2% |
| Participation rate | 98.5% | 73.3%+25.2pp | 79.8%+18.7pp | 69.6%+28.9pp |
| Annual return | 12.51% | 61.85%-49.3pp | 45.09%-32.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $773 | $2,384-67.6% | $3,919-80.3% | $2,471-68.7% |
| Participant deferral / active EE | $3,449 | $3,733-7.6% | $5,048-31.7% | $3,740-7.8% |
| Admin fee / account holder | $1,067 | $6,321-83.1% | $8,927-88.0% | $5,306-79.9% |