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 | $51,455 | $91,538-43.8% | $129,995-60.4% | $75,163-31.5% |
| Participation rate | 88.9% | 71.4%+17.5pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 16.09% | -631.11%+647.2pp | -137.18%+153.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $830 | $2,845-70.8% | $4,320-80.8% | $2,670-68.9% |
| Participant deferral / active EE | $4,203 | $4,341-3.2% | $5,820-27.8% | $4,125+1.9% |
| Admin fee / account holder | $16,956 | $6,790+149.7% | $10,614+59.7% | $5,651+200.1% |