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 | $52,966 | $105,126-49.6% | $94,646-44.0% | $139,434-62.0% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 13.06% | 38.03%-25.0pp | 156.71%-143.6pp | 372.94%-359.9pp |
| Employer contribution / active EE | $534 | $4,106-87.0% | $3,672-85.5% | $4,751-88.8% |
| Participant deferral / active EE | $4,442 | $7,599-41.5% | $7,418-40.1% | $6,710-33.8% |
| Admin fee / account holder | $28,094 | $8,984+212.7% | $7,231+288.5% | $11,403+146.4% |