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 | $54,473 | $61,774-11.8% | $97,226-44.0% | $80,856-32.6% |
| Participation rate | 72.0% | 63.5%+8.5pp | 72.7%-0.7pp | 67.6%+4.4pp |
| Annual return | 11.05% | -557.90%+569.0pp | 75.13%-64.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $576 | $1,837-68.7% | $2,729-78.9% | $2,755-79.1% |
| Participant deferral / active EE | $2,422 | $3,029-20.0% | $4,264-43.2% | $4,296-43.6% |
| Admin fee / account holder | $2,242 | $5,166-56.6% | $5,654-60.3% | $6,918-67.6% |