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 | $57,685 | $84,556-31.8% | $116,228-50.4% | $74,304-22.4% |
| Participation rate | 99.0% | 66.0%+33.0pp | 74.6%+24.5pp | 60.3%+38.7pp |
| Annual return | 18.59% | 18.35%+0.2pp | 90.06%-71.5pp | 29.43%-10.8pp |
| Employer contribution / active EE | $860 | $2,168-60.3% | $2,994-71.3% | $2,241-61.6% |
| Participant deferral / active EE | $6,422 | $3,814+68.4% | $4,953+29.7% | $3,767+70.5% |
| Admin fee / account holder | $13,496 | $3,792+255.9% | $11,989+12.6% | $2,969+354.6% |