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 | $49,593 | $58,828-15.7% | $77,999-36.4% | $62,891-21.1% |
| Participation rate | 71.7% | 71.1%+0.7pp | 75.5%-3.8pp | 69.3%+2.4pp |
| Annual return | 6.55% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $321 | $1,672-80.8% | $2,470-87.0% | $2,281-85.9% |
| Participant deferral / active EE | $2,866 | $2,686+6.7% | $3,497-18.0% | $3,203-10.5% |
| Admin fee / account holder | $10,743 | $4,393+144.5% | $5,480+96.0% | $4,296+150.1% |