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 | $49,940 | $94,338-47.1% | $100,534-50.3% | $142,382-64.9% |
| Participation rate | 92.3% | 81.7%+10.6pp | 80.6%+11.7pp | 80.1%+12.2pp |
| Annual return | 13.94% | 29.20%-15.3pp | 32.66%-18.7pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,190 | $4,237-71.9% | $4,346-72.6% | $4,299-72.3% |
| Participant deferral / active EE | $1,757 | $5,934-70.4% | $6,144-71.4% | $6,507-73.0% |
| Admin fee / account holder | $2,635 | $8,421-68.7% | $7,654-65.6% | $12,624-79.1% |