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 | $65,249 | $93,571-30.3% | $135,903-52.0% | $75,163-13.2% |
| Participation rate | 77.0% | 75.2%+1.9pp | 81.9%-4.9pp | 67.2%+9.9pp |
| Annual return | 19.31% | 30.90%-11.6pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,237 | $3,537-65.0% | $4,856-74.5% | $2,670-53.7% |
| Participant deferral / active EE | $3,811 | $6,404-40.5% | $7,758-50.9% | $4,125-7.6% |
| Admin fee / account holder | $1,236 | $6,975-82.3% | $10,762-88.5% | $5,651-78.1% |