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 | $55,358 | $96,635-42.7% | $86,612-36.1% | $139,434-60.3% |
| Participation rate | 70.6% | 74.4%-3.8pp | 71.7%-1.1pp | 80.3%-9.7pp |
| Annual return | 18.64% | 106.41%-87.8pp | 591.07%-572.4pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,413 | $3,263-56.7% | $3,022-53.3% | $4,751-70.3% |
| Participant deferral / active EE | $4,028 | $4,836-16.7% | $4,438-9.2% | $6,710-40.0% |
| Admin fee / account holder | $342 | $6,408-94.7% | $5,614-93.9% | $11,403-97.0% |