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 | $56,976 | $117,841-51.6% | $102,423-44.4% | $145,922-61.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.61% | 31.65%-21.0pp | 29.32%-18.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,093 | $3,615-69.8% | $3,023-63.8% | $4,660-76.5% |
| Participant deferral / active EE | $6,023 | $5,731+5.1% | $5,053+19.2% | $6,688-9.9% |
| Admin fee / account holder | $101,581 | $13,326+662.3% | $9,451+974.8% | $13,397+658.2% |