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 | $50,000 | $77,419-35.4% | $69,455-28.0% | $152,861-67.3% |
| Participation rate | 78.9% | 78.1%+0.8pp | 74.6%+4.3pp | 82.4%-3.5pp |
| Annual return | 5.78% | 39.06%-33.3pp | 28.97%-23.2pp | 345.32%-339.5pp |
| Employer contribution / active EE | $2,282 | $3,315-31.2% | $2,779-17.9% | $4,762-52.1% |
| Participant deferral / active EE | $1,585 | $4,414-64.1% | $3,535-55.2% | $5,850-72.9% |
| Admin fee / account holder | $7,190 | $6,207+15.8% | $3,839+87.3% | $11,596-38.0% |