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 | $56,066 | $103,376-45.8% | $87,100-35.6% | $152,861-63.3% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.9%+2.1pp | 82.4%-3.5pp |
| Annual return | 23.15% | 28.10%-5.0pp | 28.19%-5.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,327 | $3,220-58.8% | $2,521-47.4% | $4,762-72.1% |
| Participant deferral / active EE | $3,930 | $4,778-17.7% | $4,049-2.9% | $5,850-32.8% |
| Admin fee / account holder | $897 | $12,205-92.7% | $7,497-88.0% | $11,596-92.3% |