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 | $57,313 | $73,102-21.6% | $123,544-53.6% | $56,287+1.8% |
| Participation rate | 79.0% | 74.3%+4.7pp | 82.3%-3.3pp | 69.9%+9.2pp |
| Annual return | 78.77% | 3.01%+75.8pp | 119.20%-40.4pp | -9.96%+88.7pp |
| Employer contribution / active EE | $1,735 | $2,977-41.7% | $4,628-62.5% | $2,111-17.8% |
| Participant deferral / active EE | $4,416 | $5,423-18.6% | $6,426-31.3% | $3,350+31.8% |
| Admin fee / account holder | $5,746 | $554+937.7% | $9,284-38.1% | $521+1002.9% |