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 | $59,682 | $77,634-23.1% | $156,549-61.9% | $62,891-5.1% |
| Participation rate | 77.6% | 71.2%+6.4pp | 84.0%-6.5pp | 69.3%+8.2pp |
| Annual return | 7.29% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,182 | $3,444-36.6% | $5,501-60.3% | $2,281-4.3% |
| Participant deferral / active EE | $4,495 | $3,045+47.6% | $4,871-7.7% | $3,203+40.3% |
| Admin fee / account holder | $479 | $5,561-91.4% | $13,027-96.3% | $4,296-88.8% |