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 | $56,279 | $93,571-39.9% | $135,903-58.6% | $75,163-25.1% |
| Participation rate | 84.8% | 75.2%+9.7pp | 81.9%+2.9pp | 67.2%+17.7pp |
| Annual return | 19.63% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $3,042 | $3,537-14.0% | $4,856-37.4% | $2,670+13.9% |
| Participant deferral / active EE | $4,023 | $6,404-37.2% | $7,758-48.1% | $4,125-2.5% |
| Admin fee / account holder | $2,257 | $6,975-67.6% | $10,762-79.0% | $5,651-60.1% |