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 | $53,207 | $76,367-30.3% | $93,606-43.2% | $72,985-27.1% |
| Participation rate | 96.1% | 71.7%+24.3pp | 75.8%+20.3pp | 69.5%+26.6pp |
| Annual return | 17.75% | 25.82%-8.1pp | 32.76%-15.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $433 | $2,275-81.0% | $2,718-84.1% | $2,440-82.2% |
| Participant deferral / active EE | $4,758 | $3,538+34.5% | $4,069+16.9% | $3,607+31.9% |
| Admin fee / account holder | $3,000 | $6,838-56.1% | $7,888-62.0% | $5,124-41.5% |