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 | $63,232 | $115,770-45.4% | $101,248-37.5% | $158,922-60.2% |
| Participation rate | 73.7% | 79.4%-5.7pp | 75.8%-2.1pp | 82.0%-8.3pp |
| Annual return | 16.23% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,293 | $4,175-69.0% | $3,660-64.7% | $4,761-72.8% |
| Participant deferral / active EE | $1,815 | $4,957-63.4% | $4,370-58.5% | $5,982-69.7% |
| Admin fee / account holder | $2,274 | $7,245-68.6% | $5,945-61.7% | $11,246-79.8% |