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 | $60,544 | $112,881-46.4% | $90,951-33.4% | $158,922-61.9% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 18.29% | 215.79%-197.5pp | 134.60%-116.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,644 | $2,893-43.2% | $2,122-22.5% | $4,761-65.5% |
| Participant deferral / active EE | $3,165 | $4,128-23.3% | $3,373-6.2% | $5,982-47.1% |
| Admin fee / account holder | $504 | $8,041-93.7% | $5,959-91.5% | $11,246-95.5% |