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 | $67,399 | $91,538-26.4% | $129,995-48.2% | $75,163-10.3% |
| Participation rate | 89.6% | 71.4%+18.2pp | 78.5%+11.1pp | 67.2%+22.4pp |
| Annual return | 17.77% | -631.11%+648.9pp | -137.18%+154.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,057 | $2,845-62.9% | $4,320-75.5% | $2,670-60.4% |
| Participant deferral / active EE | $4,246 | $4,341-2.2% | $5,820-27.0% | $4,125+2.9% |
| Admin fee / account holder | $34,035 | $6,790+401.2% | $10,614+220.6% | $5,651+502.3% |