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 | $55,348 | $95,416-42.0% | $185,823-70.2% | $85,850-35.5% |
| Participation rate | 70.0% | 68.8%+1.2pp | 81.7%-11.7pp | 69.3%+0.7pp |
| Annual return | 11.79% | 23.59%-11.8pp | 122.05%-110.3pp | 318.53%-306.7pp |
| Employer contribution / active EE | $724 | $3,314-78.2% | $5,167-86.0% | $2,565-71.8% |
| Participant deferral / active EE | $4,212 | $3,423+23.0% | $5,568-24.4% | $3,952+6.6% |
| Admin fee / account holder | $3,718 | $7,213-48.4% | $16,237-77.1% | $6,260-40.6% |