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 | $56,864 | $98,240-42.1% | $82,313-30.9% | $147,584-61.5% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 11.02% | 30.85%-19.8pp | 25.88%-14.9pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,946 | $3,192-39.0% | $2,428-19.9% | $4,876-60.1% |
| Participant deferral / active EE | $5,529 | $4,383+26.1% | $3,706+49.2% | $5,439+1.7% |
| Admin fee / account holder | $61,369 | $8,563+616.7% | $5,608+994.3% | $10,885+463.8% |