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 | $59,157 | $127,777-53.7% | $106,548-44.5% | $167,490-64.7% |
| Participation rate | 94.1% | 78.3%+15.8pp | 76.1%+18.0pp | 82.1%+12.0pp |
| Annual return | 10.46% | 33.87%-23.4pp | 26.80%-16.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $820 | $3,427-76.1% | $2,819-70.9% | $4,837-83.0% |
| Participant deferral / active EE | $4,224 | $5,087-17.0% | $4,398-4.0% | $6,341-33.4% |
| Admin fee / account holder | $26,151 | $11,228+132.9% | $7,407+253.1% | $12,309+112.5% |