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 | $58,100 | $106,515-45.5% | $96,683-39.9% | $139,434-58.3% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 15.09% | 38.43%-23.3pp | 35.69%-20.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,778 | $4,103-56.7% | $3,737-52.4% | $4,751-62.6% |
| Participant deferral / active EE | $3,528 | $5,454-35.3% | $4,878-27.7% | $6,710-47.4% |
| Admin fee / account holder | $622 | $7,877-92.1% | $6,730-90.8% | $11,403-94.5% |