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 | $52,643 | $127,777-58.8% | $106,548-50.6% | $167,490-68.6% |
| Participation rate | 77.3% | 78.3%-1.0pp | 76.1%+1.1pp | 82.1%-4.8pp |
| Annual return | 21.65% | 33.87%-12.2pp | 26.80%-5.2pp | 478.56%-456.9pp |
| Employer contribution / active EE | $606 | $3,427-82.3% | $2,819-78.5% | $4,837-87.5% |
| Participant deferral / active EE | $2,669 | $5,087-47.5% | $4,398-39.3% | $6,341-57.9% |
| Admin fee / account holder | $21,721 | $11,228+93.5% | $7,407+193.2% | $12,309+76.5% |