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 | $63,661 | $117,983-46.0% | $101,794-37.5% | $142,382-55.3% |
| Participation rate | 78.3% | 74.2%+4.0pp | 69.2%+9.1pp | 80.1%-1.9pp |
| Annual return | 16.88% | 36.92%-20.0pp | 30.53%-13.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,696 | $2,773-38.8% | $2,289-25.9% | $4,299-60.5% |
| Participant deferral / active EE | $2,238 | $4,714-52.5% | $4,084-45.2% | $6,507-65.6% |
| Admin fee / account holder | $24,176 | $10,433+131.7% | $8,777+175.4% | $12,624+91.5% |