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 | $57,759 | $87,013-33.6% | $106,213-45.6% | $80,856-28.6% |
| Participation rate | 97.6% | 70.4%+27.1pp | 75.3%+22.3pp | 67.6%+29.9pp |
| Annual return | 13.15% | 17.05%-3.9pp | 116.14%-103.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,786 | $2,395-25.5% | $3,171-43.7% | $2,755-35.2% |
| Participant deferral / active EE | $3,356 | $3,986-15.8% | $5,016-33.1% | $4,296-21.9% |
| Admin fee / account holder | $538 | $8,431-93.6% | $11,033-95.1% | $6,918-92.2% |