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 | $114,499 | $176,812-35.2% | $146,665-21.9% | $167,490-31.6% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 13.33% | 24.03%-10.7pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,449 | $5,160-71.9% | $4,136-65.0% | $4,837-70.0% |
| Participant deferral / active EE | $10,788 | $6,440+67.5% | $5,506+95.9% | $6,341+70.1% |
| Admin fee / account holder | $71,423 | $13,259+438.7% | $10,280+594.8% | $12,309+480.2% |