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 | $61,035 | $110,261-44.6% | $95,745-36.3% | $139,434-56.2% |
| Participation rate | 70.0% | 75.8%-5.8pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 14.67% | 27.11%-12.4pp | 28.35%-13.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,424 | $3,257-56.3% | $2,835-49.8% | $4,751-70.0% |
| Participant deferral / active EE | $2,924 | $4,676-37.5% | $4,245-31.1% | $6,710-56.4% |
| Admin fee / account holder | $12,627 | $6,613+90.9% | $5,678+122.4% | $11,403+10.7% |