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 | $50,058 | $123,793-59.6% | $177,821-71.8% | $79,858-37.3% |
| Participation rate | 92.5% | 84.7%+7.8pp | 87.7%+4.8pp | 69.6%+22.9pp |
| Annual return | 12.17% | 22.82%-10.7pp | 48.32%-36.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,895 | $5,956-34.6% | $7,714-49.5% | $3,740+4.1% |
| Admin fee / account holder | $694 | $7,243-90.4% | $12,427-94.4% | $5,306-86.9% |