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 | $50,428 | $104,974-52.0% | $95,585-47.2% | $142,382-64.6% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.1%+22.9pp | 80.1%+14.9pp |
| Annual return | 16.22% | 210.33%-194.1pp | 38.56%-22.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,500 | $2,779-46.0% | $2,527-40.6% | $4,299-65.1% |
| Participant deferral / active EE | $1,956 | $4,352-55.1% | $4,023-51.4% | $6,507-69.9% |
| Admin fee / account holder | $2,189 | $6,386-65.7% | $6,127-64.3% | $12,624-82.7% |