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 | $52,958 | $111,754-52.6% | $103,333-48.8% | $145,922-63.7% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 9.58% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,704 | $4,212-59.6% | $3,868-56.0% | $4,660-63.4% |
| Participant deferral / active EE | $2,632 | $5,619-53.2% | $5,057-48.0% | $6,688-60.6% |
| Admin fee / account holder | $594 | $9,750-93.9% | $8,355-92.9% | $13,397-95.6% |