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 | $56,120 | $140,588-60.1% | $123,104-54.4% | $125,391-55.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.41% | 16.80%-16.4pp | 13.22%-12.8pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,858 | $6,041-69.2% | $5,151-63.9% | $4,866-61.8% |
| Participant deferral / active EE | $7,052 | $6,980+1.0% | $6,230+13.2% | $5,352+31.8% |
| Admin fee / account holder | $30,673 | $11,198+173.9% | $9,015+240.3% | $9,540+221.5% |