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 | $53,652 | $95,416-43.8% | $185,823-71.1% | $85,850-37.5% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 15.59% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,835 | $3,314-14.4% | $5,167-45.1% | $2,565+10.5% |
| Participant deferral / active EE | $3,984 | $3,423+16.4% | $5,568-28.4% | $3,952+0.8% |
| Admin fee / account holder | $5,067 | $7,213-29.8% | $16,237-68.8% | $6,260-19.1% |