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 | $64,898 | $109,359-40.7% | $162,163-60.0% | $72,985-11.1% |
| Participation rate | 87.9% | 84.3%+3.6pp | 87.6%+0.3pp | 69.5%+18.4pp |
| Annual return | 23.48% | 25.46%-2.0pp | 115.59%-92.1pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,735 | $5,481+4.6% | $7,298-21.4% | $3,607+59.0% |
| Admin fee / account holder | $1,374 | $7,972-82.8% | $10,843-87.3% | $5,124-73.2% |