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 | $54,004 | $77,314-30.1% | $177,989-69.7% | $80,856-33.2% |
| Participation rate | 70.5% | 65.7%+4.8pp | 77.1%-6.6pp | 67.6%+2.9pp |
| Annual return | 19.04% | 18.09%+1.0pp | 294.48%-275.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,088 | $2,292-52.5% | $3,949-72.4% | $2,755-60.5% |
| Participant deferral / active EE | $2,712 | $4,411-38.5% | $6,276-56.8% | $4,296-36.9% |
| Admin fee / account holder | $19,257 | $7,191+167.8% | $10,363+85.8% | $6,918+178.4% |