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 | $56,978 | $84,556-32.6% | $116,228-51.0% | $74,304-23.3% |
| Participation rate | 79.0% | 66.0%+13.0pp | 74.6%+4.5pp | 60.3%+18.7pp |
| Annual return | 17.71% | 18.35%-0.6pp | 90.06%-72.3pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,451 | $2,168-33.1% | $2,994-51.5% | $2,241-35.3% |
| Participant deferral / active EE | $3,576 | $3,814-6.3% | $4,953-27.8% | $3,767-5.1% |
| Admin fee / account holder | $8,063 | $3,792+112.6% | $11,989-32.7% | $2,969+171.6% |