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 | $59,366 | $80,968-26.7% | $96,544-38.5% | $75,163-21.0% |
| Participation rate | 95.9% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.7pp |
| Annual return | 19.25% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,461 | $2,282-36.0% | $2,965-50.7% | $2,670-45.3% |
| Participant deferral / active EE | $3,754 | $3,928-4.4% | $4,851-22.6% | $4,125-9.0% |
| Admin fee / account holder | $2,173 | $6,724-67.7% | $8,252-73.7% | $5,651-61.6% |