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 | $52,159 | $103,376-49.5% | $87,100-40.1% | $152,861-65.9% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 12.53% | 28.10%-15.6pp | 28.19%-15.7pp | 345.32%-332.8pp |
| Employer contribution / active EE | $2,340 | $3,220-27.3% | $2,521-7.2% | $4,762-50.9% |
| Participant deferral / active EE | $4,679 | $4,778-2.1% | $4,049+15.6% | $5,850-20.0% |
| Admin fee / account holder | $1,676 | $12,205-86.3% | $7,497-77.6% | $11,596-85.5% |