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 | $58,951 | $125,758-53.1% | $169,993-65.3% | $75,163-21.6% |
| Participation rate | 81.1% | 83.6%-2.5pp | 87.0%-5.9pp | 67.2%+13.9pp |
| Annual return | 15.90% | 27.20%-11.3pp | 53.37%-37.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,114 | $4,615-54.2% | $6,785-68.8% | $2,670-20.8% |
| Participant deferral / active EE | $3,487 | $6,837-49.0% | $10,408-66.5% | $4,125-15.5% |
| Admin fee / account holder | $11,824 | $8,173+44.7% | $12,815-7.7% | $5,651+109.2% |