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 | $61,489 | $109,359-43.8% | $162,163-62.1% | $72,985-15.8% |
| Participation rate | 79.5% | 84.3%-4.7pp | 87.6%-8.0pp | 69.5%+10.1pp |
| Annual return | 22.74% | 25.46%-2.7pp | 115.59%-92.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,737 | $3,907-55.5% | $5,614-69.1% | $2,440-28.8% |
| Participant deferral / active EE | $5,162 | $5,481-5.8% | $7,298-29.3% | $3,607+43.1% |
| Admin fee / account holder | $3,600 | $7,972-54.8% | $10,843-66.8% | $5,124-29.8% |