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 | $50,233 | $111,754-55.1% | $103,333-51.4% | $145,922-65.6% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 11.00% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,922 | $4,212-54.4% | $3,868-50.3% | $4,660-58.8% |
| Participant deferral / active EE | $3,481 | $5,619-38.0% | $5,057-31.2% | $6,688-48.0% |
| Admin fee / account holder | $16,546 | $9,750+69.7% | $8,355+98.0% | $13,397+23.5% |