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 | $63,436 | $117,983-46.2% | $101,794-37.7% | $142,382-55.4% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.2%+4.1pp | 80.1%-6.8pp |
| Annual return | 14.99% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,095 | $2,773-60.5% | $2,289-52.1% | $4,299-74.5% |
| Participant deferral / active EE | $1,671 | $4,714-64.6% | $4,084-59.1% | $6,507-74.3% |
| Admin fee / account holder | $21,078 | $10,433+102.0% | $8,777+140.1% | $12,624+67.0% |