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 | $53,136 | $127,264-58.2% | $109,895-51.6% | $167,490-68.3% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.2%-2.8pp | 82.1%-10.7pp |
| Annual return | 11.54% | 22.97%-11.4pp | 29.45%-17.9pp | 478.56%-467.0pp |
| Employer contribution / active EE | $706 | $3,322-78.8% | $2,842-75.2% | $4,837-85.4% |
| Participant deferral / active EE | $1,517 | $4,514-66.4% | $4,048-62.5% | $6,341-76.1% |
| Admin fee / account holder | $11,204 | $7,114+57.5% | $6,066+84.7% | $12,309-9.0% |