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 | $52,790 | $57,541-8.3% | $95,745-44.9% | $75,163-29.8% |
| Participation rate | 90.9% | 62.5%+28.4pp | 72.3%+18.6pp | 67.2%+23.7pp |
| Annual return | 36.73% | 34.93%+1.8pp | 28.35%+8.4pp | 160.62%-123.9pp |
| Employer contribution / active EE | $817 | $1,808-54.8% | $2,835-71.2% | $2,670-69.4% |
| Participant deferral / active EE | $2,707 | $3,074-11.9% | $4,245-36.2% | $4,125-34.4% |
| Admin fee / account holder | $1,202 | $4,099-70.7% | $5,678-78.8% | $5,651-78.7% |