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 | $58,376 | $127,777-54.3% | $106,548-45.2% | $167,490-65.1% |
| Participation rate | 77.3% | 78.3%-1.0pp | 76.1%+1.1pp | 82.1%-4.8pp |
| Annual return | 10.42% | 33.87%-23.4pp | 26.80%-16.4pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,882 | $3,427-45.1% | $2,819-33.2% | $4,837-61.1% |
| Participant deferral / active EE | $3,785 | $5,087-25.6% | $4,398-13.9% | $6,341-40.3% |
| Admin fee / account holder | $3,943 | $11,228-64.9% | $7,407-46.8% | $12,309-68.0% |