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 | $52,253 | $124,319-58.0% | $111,297-53.1% | $167,490-68.8% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 10.16% | 37.44%-27.3pp | 54.65%-44.5pp | 478.56%-468.4pp |
| Employer contribution / active EE | $800 | $3,435-76.7% | $2,731-70.7% | $4,837-83.5% |
| Participant deferral / active EE | $3,375 | $5,180-34.9% | $4,487-24.8% | $6,341-46.8% |
| Admin fee / account holder | $2,738 | $10,618-74.2% | $7,964-65.6% | $12,309-77.8% |