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 | $55,918 | $102,966-45.7% | $90,281-38.1% | $152,861-63.4% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 15.64% | 95.16%-79.5pp | 78.10%-62.5pp | 345.32%-329.7pp |
| Employer contribution / active EE | $636 | $3,139-79.7% | $2,854-77.7% | $4,762-86.7% |
| Participant deferral / active EE | $4,577 | $4,281+6.9% | $3,885+17.8% | $5,850-21.8% |
| Admin fee / account holder | $20,478 | $6,171+231.9% | $5,351+282.7% | $11,596+76.6% |