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 | $62,741 | $115,882-45.9% | $100,516-37.6% | $158,922-60.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 10.56% | 34.79%-24.2pp | 30.89%-20.3pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,475 | $4,103-64.1% | $3,418-56.8% | $4,761-69.0% |
| Participant deferral / active EE | $7,501 | $6,674+12.4% | $6,270+19.6% | $5,982+25.4% |
| Admin fee / account holder | $101,534 | $10,995+823.4% | $8,081+1156.4% | $11,246+802.9% |