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 | $57,347 | $89,355-35.8% | $141,162-59.4% | $72,985-21.4% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 23.50% | 111.85%-88.3pp | 71.39%-47.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,028 | $3,114-67.0% | $4,735-78.3% | $2,440-57.9% |
| Participant deferral / active EE | $3,473 | $5,418-35.9% | $6,709-48.2% | $3,607-3.7% |
| Admin fee / account holder | $2,213 | $5,958-62.9% | $10,261-78.4% | $5,124-56.8% |