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 | $64,159 | $176,377-63.6% | $134,143-52.2% | $158,922-59.6% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 16.86% | 63.63%-46.8pp | 36.33%-19.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,293 | $5,040-74.3% | $3,704-65.1% | $4,761-72.8% |
| Participant deferral / active EE | $2,614 | $4,091-36.1% | $3,499-25.3% | $5,982-56.3% |
| Admin fee / account holder | $2,923 | $8,718-66.5% | $6,684-56.3% | $11,246-74.0% |