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 | $57,835 | $65,395-11.6% | $182,532-68.3% | $72,985-20.8% |
| Participation rate | 76.9% | 65.4%+11.5pp | 78.0%-1.1pp | 69.5%+7.4pp |
| Annual return | 21.88% | 27.68%-5.8pp | 148.54%-126.7pp | 81.00%-59.1pp |
| Employer contribution / active EE | $1,069 | $1,911-44.1% | $4,076-73.8% | $2,440-56.2% |
| Participant deferral / active EE | $3,194 | $3,563-10.3% | $5,524-42.2% | $3,607-11.4% |
| Admin fee / account holder | $2,144 | $4,245-49.5% | $8,592-75.0% | $5,124-58.2% |