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 | $53,399 | $107,452-50.3% | $91,541-41.7% | $142,382-62.5% |
| Participation rate | 94.1% | 75.1%+19.0pp | 69.8%+24.3pp | 80.1%+14.0pp |
| Annual return | 10.52% | 22.06%-11.5pp | 20.50%-10.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $916 | $2,994-69.4% | $2,505-63.4% | $4,299-78.7% |
| Participant deferral / active EE | $1,345 | $4,754-71.7% | $4,008-66.4% | $6,507-79.3% |
| Admin fee / account holder | $2,113 | $8,834-76.1% | $6,956-69.6% | $12,624-83.3% |