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 | $58,906 | $117,983-50.1% | $101,794-42.1% | $142,382-58.6% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.2%+12.1pp | 80.1%+1.1pp |
| Annual return | 14.68% | 36.92%-22.2pp | 30.53%-15.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,509 | $2,773-45.6% | $2,289-34.1% | $4,299-64.9% |
| Participant deferral / active EE | $3,732 | $4,714-20.8% | $4,084-8.6% | $6,507-42.7% |
| Admin fee / account holder | $433 | $10,433-95.9% | $8,777-95.1% | $12,624-96.6% |