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 | $69,102 | $98,240-29.7% | $82,313-16.0% | $147,584-53.2% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 15.89% | 30.85%-15.0pp | 25.88%-10.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,167 | $3,192-63.4% | $2,428-51.9% | $4,876-76.1% |
| Participant deferral / active EE | $1,552 | $4,383-64.6% | $3,706-58.1% | $5,439-71.5% |
| Admin fee / account holder | $1,540 | $8,563-82.0% | $5,608-72.5% | $10,885-85.9% |