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 | $61,833 | $116,175-46.8% | $93,606-33.9% | $152,861-59.5% |
| Participation rate | 72.7% | 78.0%-5.3pp | 75.8%-3.1pp | 82.4%-9.7pp |
| Annual return | 18.65% | 35.96%-17.3pp | 32.76%-14.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,462 | $3,218-54.6% | $2,718-46.2% | $4,762-69.3% |
| Participant deferral / active EE | $3,053 | $4,603-33.7% | $4,069-25.0% | $5,850-47.8% |
| Admin fee / account holder | $1,786 | $10,748-83.4% | $7,888-77.4% | $11,596-84.6% |