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 | $57,276 | $77,899-26.5% | $149,673-61.7% | $75,163-23.8% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 18.20% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,826 | $3,137-41.8% | $4,818-62.1% | $2,670-31.6% |
| Participant deferral / active EE | $5,208 | $3,411+52.7% | $5,680-8.3% | $4,125+26.3% |
| Admin fee / account holder | $788 | $5,956-86.8% | $13,210-94.0% | $5,651-86.1% |