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 | $53,621 | $58,828-8.9% | $77,999-31.3% | $62,891-14.7% |
| Participation rate | 88.9% | 71.1%+17.8pp | 75.5%+13.4pp | 69.3%+19.6pp |
| Annual return | 6.08% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $995 | $1,672-40.5% | $2,470-59.7% | $2,281-56.4% |
| Participant deferral / active EE | $2,816 | $2,686+4.8% | $3,497-19.5% | $3,203-12.1% |
| Admin fee / account holder | $7,262 | $4,393+65.3% | $5,480+32.5% | $4,296+69.1% |