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 | $53,509 | $107,452-50.2% | $91,541-41.5% | $142,382-62.4% |
| Participation rate | 84.6% | 75.1%+9.5pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 13.28% | 22.06%-8.8pp | 20.50%-7.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $298 | $2,994-90.0% | $2,505-88.1% | $4,299-93.1% |
| Participant deferral / active EE | $2,054 | $4,754-56.8% | $4,008-48.8% | $6,507-68.4% |
| Admin fee / account holder | $2,822 | $8,834-68.1% | $6,956-59.4% | $12,624-77.6% |