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 | $54,302 | $71,050-23.6% | $93,606-42.0% | $80,856-32.8% |
| Participation rate | 77.2% | 60.4%+16.8pp | 68.7%+8.5pp | 67.6%+9.6pp |
| Annual return | 14.26% | 11.26%+3.0pp | 133.20%-118.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,018 | $1,564-34.9% | $2,420-57.9% | $2,755-63.0% |
| Participant deferral / active EE | $4,791 | $4,034+18.8% | $4,411+8.6% | $4,296+11.5% |
| Admin fee / account holder | $2,830 | $6,945-59.3% | $8,285-65.8% | $6,918-59.1% |