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 | $55,508 | $81,208-31.6% | $98,907-43.9% | $79,858-30.5% |
| Participation rate | 78.3% | 72.5%+5.8pp | 76.0%+2.2pp | 69.6%+8.6pp |
| Annual return | 13.03% | 60.99%-48.0pp | 196.43%-183.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $459 | $1,960-76.6% | $2,689-82.9% | $2,471-81.4% |
| Participant deferral / active EE | $4,897 | $3,265+50.0% | $4,244+15.4% | $3,740+30.9% |
| Admin fee / account holder | $8,587 | $6,013+42.8% | $6,642+29.3% | $5,306+61.8% |