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 | $63,572 | $109,359-41.9% | $162,163-60.8% | $72,985-12.9% |
| Participation rate | 88.7% | 84.3%+4.4pp | 87.6%+1.1pp | 69.5%+19.2pp |
| Annual return | 19.87% | 25.46%-5.6pp | 115.59%-95.7pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,782 | $3,907-54.4% | $5,614-68.3% | $2,440-27.0% |
| Participant deferral / active EE | $3,970 | $5,481-27.6% | $7,298-45.6% | $3,607+10.0% |
| Admin fee / account holder | $6,078 | $7,972-23.7% | $10,843-43.9% | $5,124+18.6% |