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 | $55,700 | $78,926-29.4% | $136,749-59.3% | $84,808-34.3% |
| Participation rate | 87.7% | 62.2%+25.5pp | 72.1%+15.5pp | 68.3%+19.3pp |
| Annual return | 14.28% | 18.17%-3.9pp | 24.33%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,483 | $3,168-21.6% | $4,692-47.1% | $4,212-41.0% |
| Admin fee / account holder | $792 | $6,369-87.6% | $11,386-93.0% | $7,344-89.2% |