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 | $49,386 | $89,753-45.0% | $107,525-54.1% | $84,808-41.8% |
| Participation rate | 82.1% | 68.1%+14.0pp | 75.1%+7.0pp | 68.3%+13.7pp |
| Annual return | 16.16% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,336 | $3,113-57.1% | $3,754-64.4% | $2,631-49.2% |
| Participant deferral / active EE | $2,901 | $4,056-28.5% | $5,116-43.3% | $4,212-31.1% |
| Admin fee / account holder | $3,720 | $7,222-48.5% | $8,919-58.3% | $7,344-49.3% |