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 | $53,912 | $94,625-43.0% | $116,228-53.6% | $84,808-36.4% |
| Participation rate | 80.4% | 70.4%+10.0pp | 74.6%+5.9pp | 68.3%+12.1pp |
| Annual return | 13.49% | 20.40%-6.9pp | 90.06%-76.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,578 | $2,347-32.7% | $2,994-47.3% | $2,631-40.0% |
| Participant deferral / active EE | $3,157 | $3,972-20.5% | $4,953-36.3% | $4,212-25.0% |
| Admin fee / account holder | $3,147 | $10,091-68.8% | $11,989-73.7% | $7,344-57.1% |