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 | $56,620 | $95,416-40.7% | $185,823-69.5% | $85,850-34.0% |
| Participation rate | 91.4% | 68.8%+22.7pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 22.19% | 23.59%-1.4pp | 122.05%-99.9pp | 318.53%-296.3pp |
| Employer contribution / active EE | $1,988 | $3,314-40.0% | $5,167-61.5% | $2,565-22.5% |
| Participant deferral / active EE | $2,447 | $3,423-28.5% | $5,568-56.1% | $3,952-38.1% |
| Admin fee / account holder | $1,723 | $7,213-76.1% | $16,237-89.4% | $6,260-72.5% |