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 | $58,783 | $98,240-40.2% | $82,313-28.6% | $147,584-60.2% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 9.56% | 30.85%-21.3pp | 25.88%-16.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $3,588 | $3,192+12.4% | $2,428+47.7% | $4,876-26.4% |
| Participant deferral / active EE | $18,667 | $4,383+325.9% | $3,706+403.7% | $5,439+243.2% |
| Admin fee / account holder | $25,585 | $8,563+198.8% | $5,608+356.2% | $10,885+135.0% |