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 | $51,905 | $77,899-33.4% | $149,673-65.3% | $75,163-30.9% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 13.89% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $522 | $3,137-83.3% | $4,818-89.2% | $2,670-80.4% |
| Participant deferral / active EE | $1,714 | $3,411-49.8% | $5,680-69.8% | $4,125-58.5% |
| Admin fee / account holder | $15,148 | $5,956+154.3% | $13,210+14.7% | $5,651+168.1% |