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 | $57,409 | $127,065-54.8% | $113,168-49.3% | $142,382-59.7% |
| Participation rate | 84.2% | 79.2%+5.0pp | 76.6%+7.6pp | 80.1%+4.1pp |
| Annual return | 15.17% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $900 | $3,442-73.8% | $2,975-69.7% | $4,299-79.1% |
| Participant deferral / active EE | $5,640 | $5,716-1.3% | $5,107+10.4% | $6,507-13.3% |
| Admin fee / account holder | $6,972 | $15,736-55.7% | $12,068-42.2% | $12,624-44.8% |