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 | $44,301 | $105,126-57.9% | $94,646-53.2% | $139,434-68.2% |
| Participation rate | 73.7% | 82.4%-8.7pp | 80.8%-7.1pp | 80.3%-6.6pp |
| Annual return | 13.52% | 38.03%-24.5pp | 156.71%-143.2pp | 372.94%-359.4pp |
| Employer contribution / active EE | $589 | $4,106-85.7% | $3,672-84.0% | $4,751-87.6% |
| Participant deferral / active EE | $6,156 | $7,599-19.0% | $7,418-17.0% | $6,710-8.3% |
| Admin fee / account holder | $21,485 | $8,984+139.1% | $7,231+197.1% | $11,403+88.4% |