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 | $64,614 | $126,574-49.0% | $106,213-39.2% | $145,922-55.7% |
| Participation rate | 72.7% | 77.6%-4.9pp | 75.3%-2.6pp | 80.3%-7.5pp |
| Annual return | 11.34% | 224.79%-213.4pp | 116.14%-104.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,226 | $3,730-67.1% | $3,171-61.3% | $4,660-73.7% |
| Participant deferral / active EE | $1,683 | $5,724-70.6% | $5,016-66.5% | $6,688-74.8% |
| Admin fee / account holder | $1,603 | $17,304-90.7% | $11,033-85.5% | $13,397-88.0% |