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 | $59,614 | $77,899-23.5% | $149,673-60.2% | $75,163-20.7% |
| Participation rate | 90.3% | 65.6%+24.7pp | 78.8%+11.6pp | 67.2%+23.1pp |
| Annual return | 14.93% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $4,709 | $3,137+50.1% | $4,818-2.3% | $2,670+76.4% |
| Participant deferral / active EE | $2,648 | $3,411-22.4% | $5,680-53.4% | $4,125-35.8% |
| Admin fee / account holder | $1,447 | $5,956-75.7% | $13,210-89.0% | $5,651-74.4% |