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 3-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 | $69,912 | $80,968-13.7% | $96,544-27.6% | $75,163-7.0% |
| Participation rate | 70.4% | 71.8%-1.4pp | 76.0%-5.6pp | 67.2%+3.2pp |
| Annual return | 51.99% | 27.06%+24.9pp | 25.84%+26.1pp | 160.62%-108.6pp |
| Employer contribution / active EE | $1,341 | $2,282-41.2% | $2,965-54.8% | $2,670-49.8% |
| Participant deferral / active EE | $1,945 | $3,928-50.5% | $4,851-59.9% | $4,125-52.8% |
| Admin fee / account holder | $15,707 | $6,724+133.6% | $8,252+90.3% | $5,651+178.0% |