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 | $51,492 | $63,346-18.7% | $92,233-44.2% | $70,131-26.6% |
| Participation rate | 72.5% | 68.7%+3.9pp | 76.5%-3.9pp | 69.5%+3.0pp |
| Annual return | 14.66% | 530.12%-515.5pp | 176.28%-161.6pp | 73.14%-58.5pp |
| Employer contribution / active EE | $658 | $2,471-73.4% | $3,679-82.1% | $2,342-71.9% |
| Participant deferral / active EE | $3,311 | $2,854+16.0% | $3,897-15.0% | $3,332-0.6% |
| Admin fee / account holder | $1,770 | $3,840-53.9% | $5,194-65.9% | $4,645-61.9% |