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 | $59,781 | $106,515-43.9% | $96,683-38.2% | $139,434-57.1% |
| Participation rate | 79.2% | 77.8%+1.3pp | 74.3%+4.8pp | 80.3%-1.2pp |
| Annual return | 13.62% | 38.43%-24.8pp | 35.69%-22.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,280 | $4,103-44.4% | $3,737-39.0% | $4,751-52.0% |
| Participant deferral / active EE | $1,978 | $5,454-63.7% | $4,878-59.4% | $6,710-70.5% |
| Admin fee / account holder | $1,722 | $7,877-78.1% | $6,730-74.4% | $11,403-84.9% |