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 | $64,256 | $98,750-34.9% | $149,696-57.1% | $79,858-19.5% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 16.95% | 27.43%-10.5pp | 276.60%-259.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,617 | $3,216-49.7% | $4,644-65.2% | $2,471-34.5% |
| Participant deferral / active EE | $8,443 | $5,680+48.6% | $6,842+23.4% | $3,740+125.7% |
| Admin fee / account holder | $953 | $6,053-84.2% | $9,309-89.8% | $5,306-82.0% |