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 | $78,389 | $111,754-29.9% | $103,333-24.1% | $145,922-46.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 13.43% | 24.77%-11.3pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,526 | $4,212-63.8% | $3,868-60.6% | $4,660-67.3% |
| Participant deferral / active EE | $4,264 | $5,619-24.1% | $5,057-15.7% | $6,688-36.2% |
| Admin fee / account holder | $98,045 | $9,750+905.6% | $8,355+1073.5% | $13,397+631.8% |