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 | $59,498 | $78,672-24.4% | $109,143-45.5% | $85,850-30.7% |
| Participation rate | 92.6% | 68.3%+24.3pp | 75.9%+16.7pp | 69.3%+23.3pp |
| Annual return | 12.11% | 25.09%-13.0pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,956 | $2,735-28.5% | $3,722-47.4% | $2,565-23.7% |
| Participant deferral / active EE | $3,415 | $3,467-1.5% | $4,653-26.6% | $3,952-13.6% |
| Admin fee / account holder | $5,217 | $5,469-4.6% | $6,752-22.7% | $6,260-16.7% |