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 | $63,714 | $163,101-60.9% | $136,749-53.4% | $142,382-55.3% |
| Participation rate | 90.5% | 78.2%+12.3pp | 72.1%+18.3pp | 80.1%+10.4pp |
| Annual return | 10.82% | 27.54%-16.7pp | 24.33%-13.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,146 | $4,117-72.2% | $3,400-66.3% | $4,299-73.3% |
| Participant deferral / active EE | $2,001 | $5,585-64.2% | $4,692-57.4% | $6,507-69.3% |
| Admin fee / account holder | $385 | $14,318-97.3% | $11,386-96.6% | $12,624-97.0% |