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 | $65,376 | $91,190-28.3% | $178,490-63.4% | $79,858-18.1% |
| Participation rate | 76.1% | 69.2%+6.9pp | 81.9%-5.8pp | 69.6%+6.5pp |
| Annual return | 14.16% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,751 | $3,256-46.2% | $5,011-65.1% | $2,471-29.1% |
| Participant deferral / active EE | $4,068 | $3,236+25.7% | $5,202-21.8% | $3,740+8.8% |
| Admin fee / account holder | $2,522 | $6,751-62.6% | $13,984-82.0% | $5,306-52.5% |