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 | $55,193 | $107,015-48.4% | $73,545-25.0% | $147,584-62.6% |
| Participation rate | 90.0% | 66.4%+23.6pp | 54.9%+35.1pp | 82.8%+7.2pp |
| Annual return | 15.65% | 38.25%-22.6pp | -15.16%+30.8pp | 578.55%-562.9pp |
| Employer contribution / active EE | $317 | $1,760-82.0% | $1,219-74.0% | $4,876-93.5% |
| Participant deferral / active EE | $2,029 | $2,462-17.6% | $1,806+12.3% | $5,439-62.7% |
| Admin fee / account holder | $1,528 | $3,055-50.0% | $2,320-34.1% | $10,885-86.0% |