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 | $59,341 | $95,416-37.8% | $185,823-68.1% | $85,850-30.9% |
| Participation rate | 88.0% | 68.8%+19.2pp | 81.7%+6.3pp | 69.3%+18.7pp |
| Annual return | 11.72% | 23.59%-11.9pp | 122.05%-110.3pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,568 | $3,314-52.7% | $5,167-69.7% | $2,565-38.9% |
| Participant deferral / active EE | $2,907 | $3,423-15.1% | $5,568-47.8% | $3,952-26.4% |
| Admin fee / account holder | $1,552 | $7,213-78.5% | $16,237-90.4% | $6,260-75.2% |