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 9-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 | $62,019 | $65,409-5.2% | $98,442-37.0% | $85,850-27.8% |
| Participation rate | 72.7% | 65.0%+7.7pp | 73.3%-0.6pp | 69.3%+3.4pp |
| Annual return | 13.16% | 21.76%-8.6pp | 1492.73%-1479.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $470 | $2,168-78.3% | $2,960-84.1% | $2,565-81.7% |
| Participant deferral / active EE | $2,943 | $3,166-7.1% | $4,276-31.2% | $3,952-25.5% |
| Admin fee / account holder | $3,166 | $4,593-31.1% | $5,949-46.8% | $6,260-49.4% |