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 | $52,546 | $96,557-45.6% | $80,975-35.1% | $273,961-80.8% |
| Participation rate | 72.7% | 79.1%-6.4pp | 75.8%-3.1pp | 83.0%-10.3pp |
| Annual return | 6.29% | 15.14%-8.9pp | 17.10%-10.8pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,249 | $4,868-74.3% | $3,714-66.4% | $4,869-74.3% |
| Participant deferral / active EE | $2,502 | $6,598-62.1% | $5,696-56.1% | $5,287-52.7% |
| Admin fee / account holder | $19,552 | $7,492+161.0% | $5,516+254.5% | $10,132+93.0% |