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 | $49,888 | $62,573-20.3% | $85,682-41.8% | $85,850-41.9% |
| Participation rate | 93.7% | 61.1%+32.5pp | 69.9%+23.8pp | 69.3%+24.3pp |
| Annual return | 13.67% | 23.77%-10.1pp | 21.49%-7.8pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,146 | $1,757-34.7% | $2,618-56.2% | $2,565-55.3% |
| Participant deferral / active EE | $2,053 | $2,802-26.7% | $3,923-47.7% | $3,952-48.0% |
| Admin fee / account holder | $3,386 | $4,640-27.0% | $6,873-50.7% | $6,260-45.9% |