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 | $54,028 | $92,222-41.4% | $76,768-29.6% | $135,375-60.1% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | 9.05% | 5.46%+3.6pp | 2.43%+6.6pp | 519.73%-510.7pp |
| Employer contribution / active EE | $1,475 | $3,216-54.1% | $2,485-40.6% | $4,779-69.1% |
| Participant deferral / active EE | $3,126 | $4,509-30.7% | $3,852-18.8% | $5,609-44.3% |
| Admin fee / account holder | $1,034 | $10,748-90.4% | $6,675-84.5% | $10,827-90.5% |