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 | $56,250 | $84,233-33.2% | $170,442-67.0% | $70,131-19.8% |
| Participation rate | 76.6% | 70.8%+5.7pp | 83.6%-7.0pp | 69.5%+7.0pp |
| Annual return | 12.39% | 23.06%-10.7pp | 205.93%-193.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,997 | $3,387-41.0% | $5,433-63.2% | $2,342-14.8% |
| Participant deferral / active EE | $3,352 | $3,086+8.6% | $4,939-32.1% | $3,332+0.6% |
| Admin fee / account holder | $1,260 | $5,698-77.9% | $13,880-90.9% | $4,645-72.9% |