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 | $56,152 | $81,208-30.9% | $98,907-43.2% | $79,858-29.7% |
| Participation rate | 73.3% | 72.5%+0.8pp | 76.0%-2.7pp | 69.6%+3.7pp |
| Annual return | 14.31% | 60.99%-46.7pp | 196.43%-182.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $765 | $1,960-61.0% | $2,689-71.6% | $2,471-69.0% |
| Participant deferral / active EE | $1,907 | $3,265-41.6% | $4,244-55.1% | $3,740-49.0% |
| Admin fee / account holder | $1,357 | $6,013-77.4% | $6,642-79.6% | $5,306-74.4% |