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 | $52,501 | $117,841-55.4% | $102,423-48.7% | $145,922-64.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.09% | 31.65%-18.6pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,711 | $3,615-52.7% | $3,023-43.4% | $4,660-63.3% |
| Participant deferral / active EE | $3,427 | $5,731-40.2% | $5,053-32.2% | $6,688-48.8% |
| Admin fee / account holder | $28,990 | $13,326+117.5% | $9,451+206.8% | $13,397+116.4% |