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 | $53,828 | $57,016-5.6% | $84,966-36.6% | $80,856-33.4% |
| Participation rate | 86.8% | 56.3%+30.4pp | 67.5%+19.3pp | 67.6%+19.2pp |
| Annual return | 10.62% | 21.66%-11.0pp | 66.38%-55.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,624 | $1,798-9.7% | $2,727-40.4% | $2,755-41.0% |
| Participant deferral / active EE | $1,050 | $3,110-66.2% | $4,519-76.8% | $4,296-75.5% |
| Admin fee / account holder | $10,075 | $4,980+102.3% | $6,149+63.8% | $6,918+45.6% |