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 | $79,650 | $91,190-12.7% | $178,490-55.4% | $79,858-0.3% |
| Participation rate | 71.3% | 69.2%+2.1pp | 81.9%-10.6pp | 69.6%+1.6pp |
| Annual return | 12.20% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,607 | $3,256-50.6% | $5,011-67.9% | $2,471-34.9% |
| Participant deferral / active EE | $2,870 | $3,236-11.3% | $5,202-44.8% | $3,740-23.3% |
| Admin fee / account holder | $4,018 | $6,751-40.5% | $13,984-71.3% | $5,306-24.3% |