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 | $55,129 | $65,395-15.7% | $182,532-69.8% | $72,985-24.5% |
| Participation rate | 72.4% | 65.4%+7.0pp | 78.0%-5.6pp | 69.5%+2.9pp |
| Annual return | 18.82% | 27.68%-8.9pp | 148.54%-129.7pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,410 | $1,911-26.2% | $4,076-65.4% | $2,440-42.2% |
| Participant deferral / active EE | $2,396 | $3,563-32.7% | $5,524-56.6% | $3,607-33.6% |
| Admin fee / account holder | $6,086 | $4,245+43.4% | $8,592-29.2% | $5,124+18.8% |