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 | $59,780 | $86,286-30.7% | $111,297-46.3% | $85,850-30.4% |
| Participation rate | 88.9% | 73.3%+15.6pp | 77.3%+11.6pp | 69.3%+19.6pp |
| Annual return | 12.07% | 19.99%-7.9pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,536 | $2,043-24.8% | $2,731-43.8% | $2,565-40.1% |
| Participant deferral / active EE | $3,128 | $3,641-14.1% | $4,487-30.3% | $3,952-20.8% |
| Admin fee / account holder | $8,492 | $8,188+3.7% | $7,964+6.6% | $6,260+35.7% |