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 | $59,499 | $110,257-46.0% | $96,544-38.4% | $139,434-57.3% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 13.31% | 26.32%-13.0pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,791 | $3,620-50.5% | $2,965-39.6% | $4,751-62.3% |
| Participant deferral / active EE | $2,979 | $5,548-46.3% | $4,851-38.6% | $6,710-55.6% |
| Admin fee / account holder | $711 | $11,591-93.9% | $8,252-91.4% | $11,403-93.8% |