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 | $73,265 | $176,812-58.6% | $146,665-50.0% | $167,490-56.3% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 17.76% | 24.03%-6.3pp | 22.74%-5.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $1,499 | $5,160-70.9% | $4,136-63.8% | $4,837-69.0% |
| Participant deferral / active EE | $7,277 | $6,440+13.0% | $5,506+32.2% | $6,341+14.8% |
| Admin fee / account holder | $623 | $13,259-95.3% | $10,280-93.9% | $12,309-94.9% |