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 | $64,690 | $106,515-39.3% | $96,683-33.1% | $139,434-53.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 19.30% | 38.43%-19.1pp | 35.69%-16.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,416 | $4,103-41.1% | $3,737-35.3% | $4,751-49.1% |
| Participant deferral / active EE | $4,336 | $5,454-20.5% | $4,878-11.1% | $6,710-35.4% |
| Admin fee / account holder | $413 | $7,877-94.8% | $6,730-93.9% | $11,403-96.4% |