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 | $53,051 | $63,764-16.8% | $81,930-35.2% | $79,858-33.6% |
| Participation rate | 81.5% | 67.5%+14.0pp | 72.0%+9.5pp | 69.6%+11.8pp |
| Annual return | 15.59% | 22.66%-7.1pp | 29.49%-13.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,326 | $2,780+19.6% | $7,107-53.2% | $3,740-11.1% |
| Admin fee / account holder | $12,983 | $4,426+193.3% | $5,158+151.7% | $5,306+144.7% |