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 | $55,047 | $86,286-36.2% | $111,297-50.5% | $85,850-35.9% |
| Participation rate | 71.9% | 73.3%-1.4pp | 77.3%-5.4pp | 69.3%+2.6pp |
| Annual return | 12.96% | 19.99%-7.0pp | 54.65%-41.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $615 | $2,043-69.9% | $2,731-77.5% | $2,565-76.0% |
| Participant deferral / active EE | $2,583 | $3,641-29.1% | $4,487-42.4% | $3,952-34.6% |
| Admin fee / account holder | $2,477 | $8,188-69.7% | $7,964-68.9% | $6,260-60.4% |