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 | $57,478 | $84,233-31.8% | $170,442-66.3% | $70,131-18.0% |
| Participation rate | 97.2% | 70.8%+26.4pp | 83.6%+13.6pp | 69.5%+27.7pp |
| Annual return | 17.59% | 23.06%-5.5pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $396 | $3,387-88.3% | $5,433-92.7% | $2,342-83.1% |
| Participant deferral / active EE | $3,484 | $3,086+12.9% | $4,939-29.5% | $3,332+4.6% |
| Admin fee / account holder | $2,737 | $5,698-52.0% | $13,880-80.3% | $4,645-41.1% |