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 | $65,053 | $78,705-17.3% | $117,854-44.8% | $70,131-7.2% |
| Participation rate | 82.9% | 73.2%+9.7pp | 79.7%+3.2pp | 69.5%+13.3pp |
| Annual return | 14.35% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,039 | $3,297-38.2% | $4,482-54.5% | $3,332-38.8% |
| Admin fee / account holder | $1,131 | $5,065-77.7% | $8,020-85.9% | $4,645-75.7% |