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 | $50,509 | $72,177-30.0% | $115,037-56.1% | $59,632-15.3% |
| Participation rate | 82.9% | 72.6%+10.4pp | 81.4%+1.6pp | 68.7%+14.3pp |
| Annual return | 0.44% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,445 | $2,841-49.1% | $4,608-68.6% | $2,203-34.4% |
| Participant deferral / active EE | $6,526 | $4,783+36.4% | $6,026+8.3% | $3,192+104.5% |
| Admin fee / account holder | $9,607 | $4,927+95.0% | $8,175+17.5% | $4,297+123.6% |