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 | $56,615 | $163,101-65.3% | $136,749-58.6% | $142,382-60.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 17.62% | 27.54%-9.9pp | 24.33%-6.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,506 | $4,117-63.4% | $3,400-55.7% | $4,299-65.0% |
| Participant deferral / active EE | $2,146 | $5,585-61.6% | $4,692-54.3% | $6,507-67.0% |
| Admin fee / account holder | $708 | $14,318-95.1% | $11,386-93.8% | $12,624-94.4% |