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 | $53,817 | $155,788-65.5% | $124,672-56.8% | $167,490-67.9% |
| Participation rate | 80.0% | 81.1%-1.1pp | 74.6%+5.4pp | 82.1%-2.1pp |
| Annual return | 11.58% | 17.97%-6.4pp | 5142.93%-5131.4pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,590 | $4,163-61.8% | $3,324-52.2% | $4,837-67.1% |
| Participant deferral / active EE | $3,214 | $5,673-43.3% | $4,614-30.3% | $6,341-49.3% |
| Admin fee / account holder | $5,697 | $9,531-40.2% | $7,493-24.0% | $12,309-53.7% |