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 | $57,889 | $91,037-36.4% | $71,671-19.2% | $147,584-60.8% |
| Participation rate | 72.7% | 76.1%-3.4pp | 68.7%+4.0pp | 82.8%-10.1pp |
| Annual return | 12.33% | 20.48%-8.1pp | 20.65%-8.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,001 | $3,327-9.8% | $2,460+22.0% | $4,876-38.5% |
| Participant deferral / active EE | $7,652 | $4,498+70.1% | $3,438+122.6% | $5,439+40.7% |
| Admin fee / account holder | $1,783 | $8,613-79.3% | $5,558-67.9% | $10,885-83.6% |