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 | $57,678 | $115,770-50.2% | $101,248-43.0% | $158,922-63.7% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 18.42% | 56.14%-37.7pp | 46.47%-28.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $789 | $4,175-81.1% | $3,660-78.4% | $4,761-83.4% |
| Participant deferral / active EE | $3,757 | $4,957-24.2% | $4,370-14.0% | $5,982-37.2% |
| Admin fee / account holder | $600 | $7,245-91.7% | $5,945-89.9% | $11,246-94.7% |