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 | $54,390 | $88,707-38.7% | $74,183-26.7% | $273,961-80.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.04% | 11.94%-4.9pp | 17.74%-10.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,924 | $3,159-39.1% | $2,370-18.8% | $4,869-60.5% |
| Participant deferral / active EE | $6,963 | $4,212+65.3% | $3,550+96.2% | $5,287+31.7% |
| Admin fee / account holder | $2,594 | $8,717-70.2% | $5,586-53.6% | $10,132-74.4% |