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 | $55,714 | $77,899-28.5% | $149,673-62.8% | $75,163-25.9% |
| Participation rate | 88.2% | 65.6%+22.7pp | 78.8%+9.5pp | 67.2%+21.0pp |
| Annual return | 18.80% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,179 | $3,137-30.5% | $4,818-54.8% | $2,670-18.4% |
| Participant deferral / active EE | $1,790 | $3,411-47.5% | $5,680-68.5% | $4,125-56.6% |
| Admin fee / account holder | $307 | $5,956-94.9% | $13,210-97.7% | $5,651-94.6% |