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 | $55,132 | $64,839-15.0% | $95,585-42.3% | $84,808-35.0% |
| Participation rate | 76.3% | 63.8%+12.5pp | 72.1%+4.2pp | 68.3%+8.0pp |
| Annual return | 18.06% | -670.96%+689.0pp | 38.56%-20.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,148 | $1,759-34.7% | $2,527-54.6% | $2,631-56.4% |
| Participant deferral / active EE | $2,256 | $2,965-23.9% | $4,023-43.9% | $4,212-46.4% |
| Admin fee / account holder | $407 | $5,964-93.2% | $6,127-93.4% | $7,344-94.5% |