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 | $52,771 | $109,881-52.0% | $150,045-64.8% | $84,808-37.8% |
| Participation rate | 73.7% | 76.1%-2.4pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 15.73% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,046 | $3,561-42.6% | $4,693-56.4% | $2,631-22.2% |
| Participant deferral / active EE | $6,879 | $6,636+3.7% | $7,997-14.0% | $4,212+63.3% |
| Admin fee / account holder | $763 | $8,568-91.1% | $13,435-94.3% | $7,344-89.6% |