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 | $57,074 | $46,553+22.6% | $64,056-10.9% | $75,163-24.1% |
| Participation rate | 85.0% | 65.9%+19.1pp | 72.3%+12.7pp | 67.2%+17.8pp |
| Annual return | 12.56% | 26.03%-13.5pp | 33.69%-21.1pp | 160.62%-148.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,520 | $2,837-46.4% | $3,880-60.8% | $4,125-63.2% |
| Admin fee / account holder | $2,616 | $2,952-11.4% | $3,068-14.7% | $5,651-53.7% |