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 | $59,131 | $96,484-38.7% | $75,886-22.1% | $152,861-61.3% |
| Participation rate | 82.4% | 76.2%+6.2pp | 69.3%+13.1pp | 82.4%-0.1pp |
| Annual return | 13.29% | 33.98%-20.7pp | 30.76%-17.5pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,773 | $3,309-46.4% | $2,500-29.1% | $4,762-62.8% |
| Participant deferral / active EE | $2,428 | $4,553-46.7% | $3,603-32.6% | $5,850-58.5% |
| Admin fee / account holder | $32,442 | $8,078+301.6% | $5,418+498.7% | $11,596+179.8% |