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 | $60,827 | $117,983-48.4% | $101,794-40.2% | $142,382-57.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 12.83% | 36.92%-24.1pp | 30.53%-17.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,063 | $2,773-61.7% | $2,289-53.6% | $4,299-75.3% |
| Participant deferral / active EE | $4,578 | $4,714-2.9% | $4,084+12.1% | $6,507-29.6% |
| Admin fee / account holder | $3,457 | $10,433-66.9% | $8,777-60.6% | $12,624-72.6% |