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 | $62,575 | $78,705-20.5% | $117,854-46.9% | $70,131-10.8% |
| Participation rate | 71.4% | 73.2%-1.8pp | 79.7%-8.2pp | 69.5%+1.9pp |
| Annual return | 20.21% | 23.30%-3.1pp | 335.08%-314.9pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,261 | $2,223-43.3% | $3,786-66.7% | $2,342-46.2% |
| Participant deferral / active EE | $2,777 | $3,297-15.8% | $4,482-38.0% | $3,332-16.7% |
| Admin fee / account holder | $1,059 | $5,065-79.1% | $8,020-86.8% | $4,645-77.2% |