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 | $56,760 | $78,422-27.6% | $95,952-40.8% | $79,858-28.9% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.3pp | 69.6%+23.7pp |
| Annual return | 13.43% | 19.37%-5.9pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $485 | $1,945-75.1% | $2,541-80.9% | $2,471-80.4% |
| Participant deferral / active EE | $2,531 | $3,440-26.4% | $4,167-39.3% | $3,740-32.3% |
| Admin fee / account holder | $5,184 | $5,622-7.8% | $6,795-23.7% | $5,306-2.3% |