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 | $63,498 | $107,334-40.8% | $92,893-31.6% | $152,861-58.5% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 17.60% | 145.58%-128.0pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,524 | $4,221-63.9% | $3,653-58.3% | $4,762-68.0% |
| Participant deferral / active EE | $5,240 | $4,845+8.2% | $4,236+23.7% | $5,850-10.4% |
| Admin fee / account holder | $314 | $7,079-95.6% | $5,794-94.6% | $11,596-97.3% |