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 | $51,886 | $93,346-44.4% | $71,796-27.7% | $273,961-81.1% |
| Participation rate | 77.3% | 76.5%+0.7pp | 69.1%+8.2pp | 83.0%-5.7pp |
| Annual return | 4.57% | 130.39%-125.8pp | 78.04%-73.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $964 | $2,733-64.7% | $1,924-49.9% | $4,869-80.2% |
| Participant deferral / active EE | $2,825 | $3,475-18.7% | $2,794+1.1% | $5,287-46.6% |
| Admin fee / account holder | $2,334 | $6,571-64.5% | $4,815-51.5% | $10,132-77.0% |