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 | $60,523 | $126,574-52.2% | $106,213-43.0% | $145,922-58.5% |
| Participation rate | 78.9% | 77.6%+1.3pp | 75.3%+3.7pp | 80.3%-1.3pp |
| Annual return | 11.73% | 224.79%-213.1pp | 116.14%-104.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,721 | $3,730-53.9% | $3,171-45.7% | $4,660-63.1% |
| Participant deferral / active EE | $2,825 | $5,724-50.6% | $5,016-43.7% | $6,688-57.8% |
| Admin fee / account holder | $3,159 | $17,304-81.7% | $11,033-71.4% | $13,397-76.4% |