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 | $50,729 | $87,540-42.1% | $75,781-33.1% | $125,391-59.5% |
| Participation rate | 94.7% | 80.2%+14.6pp | 75.8%+18.9pp | 83.2%+11.5pp |
| Annual return | 0.67% | 13.48%-12.8pp | 9.68%-9.0pp | 282.22%-281.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,451 | $4,229-18.4% | $3,651-5.5% | $5,352-35.5% |
| Admin fee / account holder | $8,606 | $6,502+32.4% | $5,299+62.4% | $9,540-9.8% |