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 | $66,787 | $96,557-30.8% | $80,975-17.5% | $273,961-75.6% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 4.90% | 15.14%-10.2pp | 17.10%-12.2pp | 41.45%-36.6pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,536 | $6,598-46.4% | $5,696-37.9% | $5,287-33.1% |
| Admin fee / account holder | $1,944 | $7,492-74.1% | $5,516-64.8% | $10,132-80.8% |