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 | $54,331 | $93,571-41.9% | $135,903-60.0% | $75,163-27.7% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 18.91% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,730 | $3,537-22.8% | $4,856-43.8% | $2,670+2.2% |
| Participant deferral / active EE | $5,018 | $6,404-21.6% | $7,758-35.3% | $4,125+21.7% |
| Admin fee / account holder | $1,677 | $6,975-76.0% | $10,762-84.4% | $5,651-70.3% |