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 | $59,051 | $114,381-48.4% | $107,525-45.1% | $142,382-58.5% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 19.51% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,775 | $4,015-55.8% | $3,754-52.7% | $4,299-58.7% |
| Participant deferral / active EE | $1,775 | $5,564-68.1% | $5,116-65.3% | $6,507-72.7% |
| Admin fee / account holder | $383 | $9,860-96.1% | $8,919-95.7% | $12,624-97.0% |