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 | $57,879 | $65,041-11.0% | $90,951-36.4% | $79,858-27.5% |
| Participation rate | 79.2% | 61.6%+17.6pp | 69.0%+10.2pp | 69.6%+9.5pp |
| Annual return | 14.66% | 30.45%-15.8pp | 134.60%-119.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $418 | $1,247-66.5% | $2,122-80.3% | $2,471-83.1% |
| Participant deferral / active EE | $3,241 | $2,512+29.0% | $3,373-3.9% | $3,740-13.3% |
| Admin fee / account holder | $6,193 | $4,536+36.5% | $5,959+3.9% | $5,306+16.7% |