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 | $64,015 | $68,547-6.6% | $120,354-46.8% | $80,856-20.8% |
| Participation rate | 80.0% | 61.6%+18.4pp | 71.9%+8.1pp | 67.6%+12.4pp |
| Annual return | 17.21% | 23.60%-6.4pp | 107.15%-89.9pp | 35.59%-18.4pp |
| Employer contribution / active EE | $614 | $2,051-70.1% | $3,463-82.3% | $2,755-77.7% |
| Participant deferral / active EE | $1,881 | $3,173-40.7% | $4,991-62.3% | $4,296-56.2% |
| Admin fee / account holder | $1,824 | $5,732-68.2% | $9,423-80.6% | $6,918-73.6% |