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 | $57,778 | $124,281-53.5% | $109,143-47.1% | $167,490-65.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 19.37% | 26.04%-6.7pp | 25.75%-6.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,227 | $4,207-70.8% | $3,722-67.0% | $4,837-74.6% |
| Participant deferral / active EE | $10,890 | $5,255+107.2% | $4,653+134.0% | $6,341+71.7% |
| Admin fee / account holder | $3,295 | $7,970-58.7% | $6,752-51.2% | $12,309-73.2% |