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 | $57,908 | $176,812-67.2% | $146,665-60.5% | $167,490-65.4% |
| Participation rate | 76.5% | 83.6%-7.1pp | 80.1%-3.6pp | 82.1%-5.6pp |
| Annual return | 13.70% | 24.03%-10.3pp | 22.74%-9.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,246 | $5,160-75.9% | $4,136-69.9% | $4,837-74.2% |
| Participant deferral / active EE | $3,512 | $6,440-45.5% | $5,506-36.2% | $6,341-44.6% |
| Admin fee / account holder | $386 | $13,259-97.1% | $10,280-96.2% | $12,309-96.9% |