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 | $52,649 | $123,793-57.5% | $177,821-70.4% | $79,858-34.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 87.7%-12.7pp | 69.6%+5.4pp |
| Annual return | 16.41% | 22.82%-6.4pp | 48.32%-31.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,091 | $4,095-48.9% | $5,918-64.7% | $2,471-15.4% |
| Participant deferral / active EE | $3,091 | $5,956-48.1% | $7,714-59.9% | $3,740-17.4% |
| Admin fee / account holder | $3,087 | $7,243-57.4% | $12,427-75.2% | $5,306-41.8% |