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 | $57,558 | $87,540-34.2% | $75,781-24.0% | $125,391-54.1% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | 0.39% | 13.48%-13.1pp | 9.68%-9.3pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,592 | $3,930-59.5% | $3,323-52.1% | $4,866-67.3% |
| Participant deferral / active EE | $3,121 | $4,229-26.2% | $3,651-14.5% | $5,352-41.7% |
| Admin fee / account holder | $18,612 | $6,502+186.3% | $5,299+251.2% | $9,540+95.1% |