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 | $44,577 | $91,190-51.1% | $178,490-75.0% | $79,858-44.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.28% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $815 | $3,256-75.0% | $5,011-83.7% | $2,471-67.0% |
| Participant deferral / active EE | $2,135 | $3,236-34.0% | $5,202-59.0% | $3,740-42.9% |
| Admin fee / account holder | $4,236 | $6,751-37.3% | $13,984-69.7% | $5,306-20.2% |