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 | $51,293 | $118,450-56.7% | $98,439-47.9% | $139,434-63.2% |
| Participation rate | 76.9% | 77.4%-0.5pp | 75.2%+1.8pp | 80.3%-3.4pp |
| Annual return | 15.68% | 18.94%-3.3pp | 21.16%-5.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,138 | $3,609-68.5% | $3,048-62.7% | $4,751-76.0% |
| Participant deferral / active EE | $1,612 | $5,392-70.1% | $4,738-66.0% | $6,710-76.0% |
| Admin fee / account holder | $678 | $14,026-95.2% | $8,948-92.4% | $11,403-94.1% |