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 | $54,060 | $58,208-7.1% | $81,812-33.9% | $80,856-33.1% |
| Participation rate | 70.6% | 63.4%+7.2pp | 72.3%-1.8pp | 67.6%+3.0pp |
| Annual return | 11.97% | 41.66%-29.7pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,045 | $2,340-12.6% | $2,912-29.8% | $2,755-25.8% |
| Participant deferral / active EE | $2,426 | $3,281-26.1% | $4,319-43.8% | $4,296-43.5% |
| Admin fee / account holder | $4,535 | $4,981-9.0% | $7,386-38.6% | $6,918-34.4% |