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 | $58,133 | $117,841-50.7% | $102,423-43.2% | $145,922-60.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 12.57% | 31.65%-19.1pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,979 | $3,615-45.3% | $3,023-34.6% | $4,660-57.5% |
| Participant deferral / active EE | $3,122 | $5,731-45.5% | $5,053-38.2% | $6,688-53.3% |
| Admin fee / account holder | $637 | $13,326-95.2% | $9,451-93.3% | $13,397-95.2% |