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 | $63,502 | $86,286-26.4% | $111,297-42.9% | $85,850-26.0% |
| Participation rate | 95.7% | 73.3%+22.4pp | 77.3%+18.4pp | 69.3%+26.4pp |
| Annual return | 14.76% | 19.99%-5.2pp | 54.65%-39.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $639 | $2,043-68.7% | $2,731-76.6% | $2,565-75.1% |
| Participant deferral / active EE | $3,410 | $3,641-6.3% | $4,487-24.0% | $3,952-13.7% |
| Admin fee / account holder | $6,200 | $8,188-24.3% | $7,964-22.1% | $6,260-1.0% |