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 9-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 | $55,033 | $78,672-30.0% | $109,143-49.6% | $85,850-35.9% |
| Participation rate | 70.1% | 68.3%+1.8pp | 75.9%-5.8pp | 69.3%+0.8pp |
| Annual return | 27.02% | 25.09%+1.9pp | 25.75%+1.3pp | 318.53%-291.5pp |
| Employer contribution / active EE | $1,468 | $2,735-46.3% | $3,722-60.6% | $2,565-42.8% |
| Participant deferral / active EE | $2,681 | $3,467-22.7% | $4,653-42.4% | $3,952-32.2% |
| Admin fee / account holder | $961 | $5,469-82.4% | $6,752-85.8% | $6,260-84.6% |