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 | $52,485 | $104,664-49.9% | $85,682-38.7% | $167,490-68.7% |
| Participation rate | 84.2% | 76.4%+7.8pp | 69.9%+14.3pp | 82.1%+2.1pp |
| Annual return | 12.67% | 21.45%-8.8pp | 21.49%-8.8pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,233 | $3,337-63.0% | $2,618-52.9% | $4,837-74.5% |
| Participant deferral / active EE | $4,000 | $4,824-17.1% | $3,923+2.0% | $6,341-36.9% |
| Admin fee / account holder | $1,626 | $10,032-83.8% | $6,873-76.3% | $12,309-86.8% |