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 | $56,807 | $78,422-27.6% | $95,952-40.8% | $79,858-28.9% |
| Participation rate | 79.1% | 73.5%+5.6pp | 77.1%+2.0pp | 69.6%+9.4pp |
| Annual return | 14.35% | 19.37%-5.0pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $815 | $1,945-58.1% | $2,541-67.9% | $2,471-67.0% |
| Participant deferral / active EE | $4,415 | $3,440+28.4% | $4,167+6.0% | $3,740+18.1% |
| Admin fee / account holder | $12,719 | $5,622+126.2% | $6,795+87.2% | $5,306+139.7% |