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 | $57,569 | $176,377-67.4% | $134,143-57.1% | $158,922-63.8% |
| Participation rate | 87.0% | 78.7%+8.3pp | 72.2%+14.8pp | 82.0%+5.0pp |
| Annual return | 11.58% | 63.63%-52.0pp | 36.33%-24.8pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,539 | $5,040-69.5% | $3,704-58.5% | $4,761-67.7% |
| Participant deferral / active EE | $3,367 | $4,091-17.7% | $3,499-3.8% | $5,982-43.7% |
| Admin fee / account holder | $794 | $8,718-90.9% | $6,684-88.1% | $11,246-92.9% |