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 | $64,235 | $91,190-29.6% | $178,490-64.0% | $79,858-19.6% |
| Participation rate | 76.9% | 69.2%+7.7pp | 81.9%-5.0pp | 69.6%+7.3pp |
| Annual return | 12.08% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,557 | $3,256-52.2% | $5,011-68.9% | $2,471-37.0% |
| Participant deferral / active EE | $1,744 | $3,236-46.1% | $5,202-66.5% | $3,740-53.4% |
| Admin fee / account holder | $13,833 | $6,751+104.9% | $13,984-1.1% | $5,306+160.7% |