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 | $70,205 | $232,540-69.8% | $185,117-62.1% | $147,584-52.4% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 18.41% | 43.03%-24.6pp | 40.50%-22.1pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,952 | $5,195-62.4% | $4,182-53.3% | $4,876-60.0% |
| Participant deferral / active EE | $3,390 | $5,834-41.9% | $5,045-32.8% | $5,439-37.7% |
| Admin fee / account holder | $692 | $10,275-93.3% | $8,159-91.5% | $10,885-93.6% |