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 | $59,893 | $117,841-49.2% | $102,423-41.5% | $145,922-59.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.30% | 31.65%-20.3pp | 29.32%-18.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,658 | $3,615-26.5% | $3,023-12.1% | $4,660-43.0% |
| Participant deferral / active EE | $3,960 | $5,731-30.9% | $5,053-21.6% | $6,688-40.8% |
| Admin fee / account holder | $24,438 | $13,326+83.4% | $9,451+158.6% | $13,397+82.4% |