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 | $68,441 | $98,240-30.3% | $82,313-16.9% | $147,584-53.6% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 15.38% | 30.85%-15.5pp | 25.88%-10.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,343 | $3,192-26.6% | $2,428-3.5% | $4,876-51.9% |
| Participant deferral / active EE | $5,861 | $4,383+33.7% | $3,706+58.1% | $5,439+7.8% |
| Admin fee / account holder | $24,100 | $8,563+181.4% | $5,608+329.8% | $10,885+121.4% |