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 | $60,647 | $106,515-43.1% | $96,683-37.3% | $139,434-56.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 14.16% | 38.43%-24.3pp | 35.69%-21.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,502 | $4,103-63.4% | $3,737-59.8% | $4,751-68.4% |
| Participant deferral / active EE | $4,047 | $5,454-25.8% | $4,878-17.0% | $6,710-39.7% |
| Admin fee / account holder | $15,474 | $7,877+96.4% | $6,730+129.9% | $11,403+35.7% |