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 | $49,957 | $74,888-33.3% | $71,209-29.8% | $142,382-64.9% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 17.38% | 345.14%-327.8pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,872 | $2,854-34.4% | $2,721-31.2% | $4,299-56.5% |
| Participant deferral / active EE | $1,411 | $4,454-68.3% | $4,175-66.2% | $6,507-78.3% |
| Admin fee / account holder | $605 | $5,568-89.1% | $5,349-88.7% | $12,624-95.2% |