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 | $57,317 | $93,571-38.7% | $135,903-57.8% | $75,163-23.7% |
| Participation rate | 70.1% | 75.2%-5.1pp | 81.9%-11.8pp | 67.2%+2.9pp |
| Annual return | 19.20% | 30.90%-11.7pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,688 | $3,537-52.3% | $4,856-65.2% | $2,670-36.8% |
| Participant deferral / active EE | $2,751 | $6,404-57.0% | $7,758-64.5% | $4,125-33.3% |
| Admin fee / account holder | $3,643 | $6,975-47.8% | $10,762-66.1% | $5,651-35.5% |