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 | $57,330 | $86,944-34.1% | $107,525-46.7% | $74,304-22.8% |
| Participation rate | 91.7% | 59.6%+32.2pp | 75.1%+16.7pp | 60.3%+31.4pp |
| Annual return | 16.85% | 23.52%-6.7pp | 181.32%-164.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $3,409 | $2,757+23.7% | $3,754-9.2% | $2,241+52.1% |
| Participant deferral / active EE | $4,942 | $3,554+39.1% | $5,116-3.4% | $3,767+31.2% |
| Admin fee / account holder | $920 | $3,727-75.3% | $8,919-89.7% | $2,969-69.0% |