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 | $52,786 | $109,359-51.7% | $162,163-67.4% | $72,985-27.7% |
| Participation rate | 76.0% | 84.3%-8.3pp | 87.6%-11.6pp | 69.5%+6.5pp |
| Annual return | 22.91% | 25.46%-2.6pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,867 | $3,907-52.2% | $5,614-66.7% | $2,440-23.5% |
| Participant deferral / active EE | $5,304 | $5,481-3.2% | $7,298-27.3% | $3,607+47.0% |
| Admin fee / account holder | $1,200 | $7,972-85.0% | $10,843-88.9% | $5,124-76.6% |