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 | $53,389 | $152,587-65.0% | $125,175-57.3% | $152,861-65.1% |
| Participation rate | 90.5% | 83.3%+7.1pp | 79.8%+10.7pp | 82.4%+8.0pp |
| Annual return | 10.47% | 54.84%-44.4pp | 43.79%-33.3pp | 345.32%-334.8pp |
| Employer contribution / active EE | $1,336 | $4,946-73.0% | $3,865-65.4% | $4,762-71.9% |
| Participant deferral / active EE | $2,267 | $5,868-61.4% | $4,937-54.1% | $5,850-61.2% |
| Admin fee / account holder | $53,845 | $13,434+300.8% | $9,702+455.0% | $11,596+364.3% |