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 | $52,645 | $79,944-34.1% | $98,439-46.5% | $75,163-30.0% |
| Participation rate | 72.0% | 70.4%+1.6pp | 75.2%-3.2pp | 67.2%+4.8pp |
| Annual return | 13.68% | 19.75%-6.1pp | 21.16%-7.5pp | 160.62%-146.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,624 | $3,752-30.1% | $4,738-44.6% | $4,125-36.4% |
| Admin fee / account holder | $6,017 | $6,840-12.0% | $8,948-32.8% | $5,651+6.5% |