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 | $63,452 | $157,256-59.7% | $141,162-55.1% | $152,861-58.5% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 18.50% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,945 | $5,261-63.0% | $4,735-58.9% | $4,762-59.2% |
| Participant deferral / active EE | $4,135 | $7,109-41.8% | $6,709-38.4% | $5,850-29.3% |
| Admin fee / account holder | $1,123 | $12,120-90.7% | $10,261-89.1% | $11,596-90.3% |