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 | $57,953 | $81,208-28.6% | $98,907-41.4% | $79,858-27.4% |
| Participation rate | 74.4% | 72.5%+1.9pp | 76.0%-1.6pp | 69.6%+4.8pp |
| Annual return | 12.86% | 60.99%-48.1pp | 196.43%-183.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $636 | $1,960-67.5% | $2,689-76.3% | $2,471-74.2% |
| Participant deferral / active EE | $2,159 | $3,265-33.9% | $4,244-49.1% | $3,740-42.3% |
| Admin fee / account holder | $4,785 | $6,013-20.4% | $6,642-27.9% | $5,306-9.8% |