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 | $63,168 | $105,931-40.4% | $81,930-22.9% | $158,922-60.3% |
| Participation rate | 93.3% | 75.6%+17.7pp | 72.0%+21.3pp | 82.0%+11.4pp |
| Annual return | 21.25% | 38.17%-16.9pp | 29.49%-8.2pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,705 | $7,800-78.1% | $4,310-60.5% | $4,761-64.2% |
| Participant deferral / active EE | $2,563 | $13,003-80.3% | $7,107-63.9% | $5,982-57.2% |
| Admin fee / account holder | $595 | $8,489-93.0% | $5,158-88.5% | $11,246-94.7% |