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 | $53,478 | $65,041-17.8% | $90,951-41.2% | $79,858-33.0% |
| Participation rate | 87.5% | 61.6%+25.9pp | 69.0%+18.5pp | 69.6%+17.9pp |
| Annual return | 14.26% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $780 | $1,247-37.5% | $2,122-63.3% | $2,471-68.5% |
| Participant deferral / active EE | $3,368 | $2,512+34.1% | $3,373-0.2% | $3,740-10.0% |
| Admin fee / account holder | $14,670 | $4,536+223.4% | $5,959+146.2% | $5,306+176.5% |