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 | $57,922 | $67,411-14.1% | $91,001-36.3% | $70,131-17.4% |
| Participation rate | 93.5% | 71.4%+22.1pp | 75.6%+17.9pp | 69.5%+23.9pp |
| Annual return | 14.35% | -40.16%+54.5pp | 4.60%+9.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $409 | $1,786-77.1% | $2,456-83.3% | $2,342-82.5% |
| Participant deferral / active EE | $4,472 | $2,823+58.4% | $3,547+26.1% | $3,332+34.2% |
| Admin fee / account holder | $1,582 | $4,236-62.7% | $5,417-70.8% | $4,645-65.9% |