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 | $49,349 | $95,266-48.2% | $82,389-40.1% | $142,382-65.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 16.65% | 25.74%-9.1pp | 28.67%-12.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,458 | $2,991-17.8% | $2,517-2.3% | $4,299-42.8% |
| Participant deferral / active EE | $7,011 | $4,809+45.8% | $4,155+68.8% | $6,507+7.7% |
| Admin fee / account holder | $93,902 | $8,563+996.5% | $7,231+1198.7% | $12,624+643.9% |