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 | $58,477 | $114,381-48.9% | $107,525-45.6% | $142,382-58.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 18.03% | 242.71%-224.7pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,338 | $4,015+8.1% | $3,754+15.6% | $4,299+0.9% |
| Participant deferral / active EE | $6,113 | $5,564+9.9% | $5,116+19.5% | $6,507-6.1% |
| Admin fee / account holder | $2,228 | $9,860-77.4% | $8,919-75.0% | $12,624-82.3% |