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 | $50,635 | $77,314-34.5% | $177,989-71.6% | $80,856-37.4% |
| Participation rate | 80.4% | 65.7%+14.7pp | 77.1%+3.3pp | 67.6%+12.8pp |
| Annual return | 11.50% | 18.09%-6.6pp | 294.48%-283.0pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,932 | $2,292-15.7% | $3,949-51.1% | $2,755-29.9% |
| Participant deferral / active EE | $3,512 | $4,411-20.4% | $6,276-44.0% | $4,296-18.2% |
| Admin fee / account holder | $26,515 | $7,191+268.7% | $10,363+155.9% | $6,918+283.3% |