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 9-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 | $56,941 | $91,190-37.6% | $178,490-68.1% | $79,858-28.7% |
| Participation rate | 80.6% | 69.2%+11.4pp | 81.9%-1.3pp | 69.6%+11.0pp |
| Annual return | 12.04% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,003 | $3,256-7.8% | $5,011-40.1% | $2,471+21.5% |
| Participant deferral / active EE | $3,193 | $3,236-1.3% | $5,202-38.6% | $3,740-14.6% |
| Admin fee / account holder | $9,273 | $6,751+37.4% | $13,984-33.7% | $5,306+74.8% |