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 | $63,317 | $103,376-38.8% | $87,100-27.3% | $152,861-58.6% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 24.39% | 28.10%-3.7pp | 28.19%-3.8pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,003 | $3,220-68.8% | $2,521-60.2% | $4,762-78.9% |
| Participant deferral / active EE | $4,191 | $4,778-12.3% | $4,049+3.5% | $5,850-28.4% |
| Admin fee / account holder | $626 | $12,205-94.9% | $7,497-91.7% | $11,596-94.6% |