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 | $60,289 | $91,538-34.1% | $129,995-53.6% | $75,163-19.8% |
| Participation rate | 94.3% | 71.4%+22.9pp | 78.5%+15.8pp | 67.2%+27.1pp |
| Annual return | 14.15% | -631.11%+645.3pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,642 | $2,845-42.3% | $4,320-62.0% | $2,670-38.5% |
| Participant deferral / active EE | $3,217 | $4,341-25.9% | $5,820-44.7% | $4,125-22.0% |
| Admin fee / account holder | $2,586 | $6,790-61.9% | $10,614-75.6% | $5,651-54.2% |