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 | $68,463 | $176,812-61.3% | $146,665-53.3% | $167,490-59.1% |
| Participation rate | 70.8% | 83.6%-12.8pp | 80.1%-9.2pp | 82.1%-11.3pp |
| Annual return | 13.39% | 24.03%-10.6pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,898 | $5,160-63.2% | $4,136-54.1% | $4,837-60.8% |
| Participant deferral / active EE | $4,646 | $6,440-27.8% | $5,506-15.6% | $6,341-26.7% |
| Admin fee / account holder | $2,489 | $13,259-81.2% | $10,280-75.8% | $12,309-79.8% |