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 | $50,698 | $69,207-26.7% | $64,056-20.9% | $139,434-63.6% |
| Participation rate | 72.2% | 75.6%-3.4pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 12.28% | 45.88%-33.6pp | 33.69%-21.4pp | 372.94%-360.7pp |
| Employer contribution / active EE | $3,363 | $3,182+5.7% | $2,747+22.5% | $4,751-29.2% |
| Participant deferral / active EE | $4,200 | $4,682-10.3% | $3,880+8.3% | $6,710-37.4% |
| Admin fee / account holder | $2,090 | $4,244-50.8% | $3,068-31.9% | $11,403-81.7% |