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 | $65,873 | $83,477-21.1% | $125,175-47.4% | $72,985-9.7% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 23.28% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,187 | $2,345-49.4% | $3,865-69.3% | $2,440-51.3% |
| Participant deferral / active EE | $2,862 | $3,585-20.2% | $4,937-42.0% | $3,607-20.7% |
| Admin fee / account holder | $418 | $5,517-92.4% | $9,702-95.7% | $5,124-91.8% |