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 | $54,181 | $215,361-74.8% | $171,082-68.3% | $273,961-80.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 3.14% | 25.14%-22.0pp | 32.56%-29.4pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,875 | $4,967-62.3% | $4,002-53.1% | $4,869-61.5% |
| Participant deferral / active EE | $4,697 | $5,543-15.3% | $4,797-2.1% | $5,287-11.2% |
| Admin fee / account holder | $20,875 | $10,846+92.5% | $8,520+145.0% | $10,132+106.0% |