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 | $59,622 | $109,327-45.5% | $89,391-33.3% | $158,922-62.5% |
| Participation rate | 72.7% | 74.3%-1.5pp | 68.0%+4.7pp | 82.0%-9.2pp |
| Annual return | 7.16% | 345.68%-338.5pp | 245.62%-238.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $4,293 | $3,170+35.4% | $2,586+66.0% | $4,761-9.8% |
| Participant deferral / active EE | $4,751 | $4,598+3.3% | $3,890+22.1% | $5,982-20.6% |
| Admin fee / account holder | $31,983 | $6,153+419.8% | $4,881+555.2% | $11,246+184.4% |