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 | $62,847 | $99,652-36.9% | $78,778-20.2% | $147,584-57.4% |
| Participation rate | 77.3% | 76.2%+1.0pp | 69.2%+8.1pp | 82.8%-5.6pp |
| Annual return | 17.26% | 47.28%-30.0pp | 35.62%-18.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,134 | $2,796-23.7% | $1,986+7.5% | $4,876-56.2% |
| Participant deferral / active EE | $4,084 | $3,664+11.5% | $2,958+38.0% | $5,439-24.9% |
| Admin fee / account holder | $1,783 | $7,155-75.1% | $5,134-65.3% | $10,885-83.6% |