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 | $68,401 | $114,381-40.2% | $107,525-36.4% | $142,382-52.0% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 16.25% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,898 | $4,015-52.7% | $3,754-49.4% | $4,299-55.9% |
| Participant deferral / active EE | $3,729 | $5,564-33.0% | $5,116-27.1% | $6,507-42.7% |
| Admin fee / account holder | $23,125 | $9,860+134.5% | $8,919+159.3% | $12,624+83.2% |