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 | $55,515 | $228,332-75.7% | $185,823-70.1% | $158,922-65.1% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 17.92% | 40.80%-22.9pp | 35.95%-18.0pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,267 | $4,967-54.3% | $4,087-44.5% | $4,761-52.4% |
| Participant deferral / active EE | $8,351 | $6,415+30.2% | $5,632+48.3% | $5,982+39.6% |
| Admin fee / account holder | $1,613 | $11,864-86.4% | $9,500-83.0% | $11,246-85.7% |