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 | $61,784 | $148,978-58.5% | $200,582-69.2% | $84,808-27.1% |
| Participation rate | 81.3% | 84.2%-3.0pp | 86.9%-5.6pp | 68.3%+12.9pp |
| Annual return | 52.29% | 28.16%+24.1pp | 42.33%+10.0pp | 40.90%+11.4pp |
| Employer contribution / active EE | $2,185 | $4,815-54.6% | $6,419-66.0% | $2,631-16.9% |
| Participant deferral / active EE | $4,388 | $7,142-38.6% | $9,331-53.0% | $4,212+4.2% |
| Admin fee / account holder | $2,390 | $13,977-82.9% | $16,305-85.3% | $7,344-67.5% |