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 | $56,145 | $78,705-28.7% | $117,854-52.4% | $70,131-19.9% |
| Participation rate | 70.3% | 73.2%-2.9pp | 79.7%-9.4pp | 69.5%+0.7pp |
| Annual return | 17.65% | 23.30%-5.6pp | 335.08%-317.4pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,659 | $2,223-25.4% | $3,786-56.2% | $2,342-29.2% |
| Participant deferral / active EE | $3,339 | $3,297+1.3% | $4,482-25.5% | $3,332+0.2% |
| Admin fee / account holder | $1,183 | $5,065-76.6% | $8,020-85.3% | $4,645-74.5% |