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 | $53,821 | $111,754-51.8% | $103,333-47.9% | $145,922-63.1% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 17.16% | 24.77%-7.6pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,566 | $4,212-39.1% | $3,868-33.7% | $4,660-44.9% |
| Participant deferral / active EE | $4,864 | $5,619-13.4% | $5,057-3.8% | $6,688-27.3% |
| Admin fee / account holder | $2,660 | $9,750-72.7% | $8,355-68.2% | $13,397-80.1% |