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 | $52,356 | $63,114-17.0% | $92,893-43.6% | $65,185-19.7% |
| Participation rate | 79.8% | 68.8%+11.0pp | 76.0%+3.8pp | 70.2%+9.6pp |
| Annual return | 18.99% | 28.75%-9.8pp | 109.41%-90.4pp | 29.38%-10.4pp |
| Employer contribution / active EE | $1,429 | $2,571-44.4% | $3,653-60.9% | $2,177-34.4% |
| Participant deferral / active EE | $2,398 | $3,108-22.9% | $4,236-43.4% | $3,514-31.8% |
| Admin fee / account holder | $3,499 | $624+461.1% | $5,794-39.6% | $847+313.1% |