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 | $63,278 | $112,881-43.9% | $90,951-30.4% | $158,922-60.2% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 16.14% | 215.79%-199.7pp | 134.60%-118.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $483 | $2,893-83.3% | $2,122-77.3% | $4,761-89.9% |
| Participant deferral / active EE | $2,575 | $4,128-37.6% | $3,373-23.7% | $5,982-57.0% |
| Admin fee / account holder | $1,290 | $8,041-84.0% | $5,959-78.4% | $11,246-88.5% |