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 | $49,554 | $57,065-13.2% | $75,670-34.5% | $70,131-29.3% |
| Participation rate | 77.8% | 68.1%+9.7pp | 72.3%+5.4pp | 69.5%+8.2pp |
| Annual return | 12.89% | 23.57%-10.7pp | 27.34%-14.5pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,098 | $2,580-57.4% | $3,142-65.1% | $3,332-67.0% |
| Admin fee / account holder | $747 | $3,825-80.5% | $5,800-87.1% | $4,645-83.9% |