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 | $57,561 | $117,983-51.2% | $101,794-43.5% | $142,382-59.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 24.02% | 36.92%-12.9pp | 30.53%-6.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,262 | $2,773-54.5% | $2,289-44.9% | $4,299-70.6% |
| Participant deferral / active EE | $3,938 | $4,714-16.5% | $4,084-3.6% | $6,507-39.5% |
| Admin fee / account holder | $796 | $10,433-92.4% | $8,777-90.9% | $12,624-93.7% |