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 | $59,083 | $94,625-37.6% | $116,228-49.2% | $84,808-30.3% |
| Participation rate | 85.5% | 70.4%+15.1pp | 74.6%+11.0pp | 68.3%+17.2pp |
| Annual return | 15.14% | 20.40%-5.3pp | 90.06%-74.9pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,169 | $2,347-50.2% | $2,994-61.0% | $2,631-55.6% |
| Participant deferral / active EE | $3,490 | $3,972-12.1% | $4,953-29.5% | $4,212-17.1% |
| Admin fee / account holder | $5,408 | $10,091-46.4% | $11,989-54.9% | $7,344-26.4% |