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 9-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 | $52,001 | $78,672-33.9% | $109,143-52.4% | $85,850-39.4% |
| Participation rate | 92.0% | 68.3%+23.7pp | 75.9%+16.1pp | 69.3%+22.7pp |
| Annual return | 18.22% | 25.09%-6.9pp | 25.75%-7.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,000 | $2,735-63.4% | $3,722-73.1% | $2,565-61.0% |
| Participant deferral / active EE | $4,722 | $3,467+36.2% | $4,653+1.5% | $3,952+19.5% |
| Admin fee / account holder | $3,829 | $5,469-30.0% | $6,752-43.3% | $6,260-38.8% |