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 | $60,439 | $124,319-51.4% | $111,297-45.7% | $167,490-63.9% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 13.76% | 37.44%-23.7pp | 54.65%-40.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,654 | $3,435-51.8% | $2,731-39.4% | $4,837-65.8% |
| Participant deferral / active EE | $3,372 | $5,180-34.9% | $4,487-24.9% | $6,341-46.8% |
| Admin fee / account holder | $1,395 | $10,618-86.9% | $7,964-82.5% | $12,309-88.7% |