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 | $52,191 | $109,881-52.5% | $150,045-65.2% | $84,808-38.5% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 15.15% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,102 | $3,561-12.9% | $4,693-33.9% | $2,631+17.9% |
| Participant deferral / active EE | $6,193 | $6,636-6.7% | $7,997-22.6% | $4,212+47.1% |
| Admin fee / account holder | $27,915 | $8,568+225.8% | $13,435+107.8% | $7,344+280.1% |