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 | $52,258 | $133,922-61.0% | $116,228-55.0% | $142,382-63.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 15.89% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,697 | $3,446-50.8% | $2,994-43.3% | $4,299-60.5% |
| Participant deferral / active EE | $4,424 | $5,672-22.0% | $4,953-10.7% | $6,507-32.0% |
| Admin fee / account holder | $690 | $14,945-95.4% | $11,989-94.2% | $12,624-94.5% |