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 8-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 | $50,636 | $111,754-54.7% | $103,333-51.0% | $145,922-65.3% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 16.25% | 24.77%-8.5pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,227 | $4,212-70.9% | $3,868-68.3% | $4,660-73.7% |
| Participant deferral / active EE | $2,899 | $5,619-48.4% | $5,057-42.7% | $6,688-56.7% |
| Admin fee / account holder | $1,996 | $9,750-79.5% | $8,355-76.1% | $13,397-85.1% |